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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.97%
45,092
+1,331
27
$3.8M 0.94%
28,747
+3,852
28
$3.79M 0.94%
116,451
-2,956
29
$3.68M 0.91%
61,718
+1,827
30
$3.63M 0.9%
71,392
+2,742
31
$3.58M 0.89%
42,996
+4,305
32
$3.58M 0.89%
37,063
+4,499
33
$3.41M 0.84%
78,126
+4,946
34
$3.23M 0.8%
28,010
+19,067
35
$3.22M 0.8%
23,404
+1,514
36
$3.16M 0.78%
18,635
-2,005
37
$2.9M 0.72%
37,463
-4,491
38
$2.88M 0.71%
+47,119
39
$2.86M 0.71%
34,382
+2,131
40
$2.83M 0.7%
33,919
+2,922
41
$2.79M 0.69%
22,329
+8,650
42
$2.76M 0.68%
60,680
+52,600
43
$2.75M 0.68%
28,974
+20
44
$2.66M 0.66%
57,586
-7,820
45
$2.63M 0.65%
23,875
-3,488
46
$2.58M 0.64%
21,717
+2,716
47
$2.57M 0.64%
27,425
-3,434
48
$2.56M 0.63%
42,595
+38,436
49
$2.51M 0.62%
26,841
-3,123
50
$2.46M 0.61%
20,749
-2,645
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