RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.83%
64,518
+3,627
27
$3.19M 0.83%
58,615
-351
28
$3.19M 0.83%
173,635
+9,836
29
$3.18M 0.83%
47,560
-41
30
$3.13M 0.81%
68,981
+4,894
31
$3.07M 0.8%
113,930
+113,924
32
$3.01M 0.78%
+110,799
33
$2.96M 0.77%
37,350
+2,433
34
$2.96M 0.77%
54,337
+1,947
35
$2.95M 0.77%
29,953
+3,657
36
$2.95M 0.76%
+17,230
37
$2.94M 0.76%
31,539
+1,575
38
$2.9M 0.75%
112,125
+4,858
39
$2.9M 0.75%
20,940
+2,768
40
$2.88M 0.75%
+314,664
41
$2.84M 0.74%
9,542
+759
42
$2.83M 0.73%
2,287
+136
43
$2.81M 0.73%
14,607
+1,310
44
$2.8M 0.73%
+239,702
45
$2.8M 0.73%
+46,564
46
$2.79M 0.72%
+48,848
47
$2.73M 0.71%
22,807
+1,647
48
$2.71M 0.7%
53,760
+20,323
49
$2.7M 0.7%
35,743
+519
50
$2.63M 0.68%
40,733
+3,273
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2
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