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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.94%
29,832
-18,989
27
$3.05M 0.93%
46,024
-8,924
28
$3.02M 0.92%
71,666
-18,262
29
$2.89M 0.88%
35,466
-18,019
30
$2.82M 0.86%
92,139
-24,312
31
$2.8M 0.85%
19,497
-13,299
32
$2.8M 0.85%
26,708
-8,430
33
$2.71M 0.82%
51,763
-9,309
34
$2.65M 0.81%
46,742
-19,333
35
$2.6M 0.79%
45,682
-10,648
36
$2.47M 0.75%
22,649
-1,888
37
$2.45M 0.74%
37,152
-7,535
38
$2.36M 0.72%
80,171
-14,674
39
$2.31M 0.7%
11,736
-2,750
40
$2.22M 0.67%
16,941
-3,763
41
$2.07M 0.63%
113,280
-23,940
42
$2.05M 0.62%
52,580
-101,640
43
$2.03M 0.62%
24,174
-5,337
44
$2.01M 0.61%
14,213
-3,023
45
$2M 0.61%
25,260
-17,798
46
$1.97M 0.6%
31,030
-4,287
47
$1.9M 0.58%
27,433
-18,095
48
$1.89M 0.57%
35,581
-5,175
49
$1.88M 0.57%
23,908
-5,984
50
$1.84M 0.56%
13,715
-4,586
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