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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 0.95%
65,864
+1,173
27
$4.22M 0.93%
89,928
-13,597
28
$4.12M 0.91%
66,075
+400
29
$4.09M 0.91%
54,948
+947
30
$4.05M 0.9%
63,406
+1,197
31
$4.04M 0.89%
53,485
-937
32
$3.61M 0.8%
29,934
+225
33
$3.53M 0.78%
35,138
+501
34
$3.49M 0.77%
116,451
35
$3.39M 0.75%
56,330
+1,085
36
$3.34M 0.74%
43,058
+4,168
37
$3.22M 0.71%
61,072
-1,031
38
$3.12M 0.69%
45,528
+2,100
39
$3.01M 0.67%
40,380
-15
40
$2.99M 0.66%
14,984
+145
41
$2.9M 0.64%
26,598
-747
42
$2.88M 0.64%
85,665
+5,997
43
$2.72M 0.6%
94,845
+103
44
$2.69M 0.59%
44,687
+673
45
$2.67M 0.59%
24,537
+1,394
46
$2.54M 0.56%
14,486
-719
47
$2.53M 0.56%
49,000
-2,200
48
$2.51M 0.55%
22,926
+828
49
$2.49M 0.55%
4,604
-248
50
$2.41M 0.53%
40,692
-5,553
1
2
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