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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5M 0.97%
35,819
-520
27
$4.91M 0.96%
23,663
-1,898
28
$4.3M 0.84%
44,206
+4,688
29
$4.21M 0.82%
33,816
+5,400
30
$4.01M 0.78%
45,410
-2,164
31
$3.95M 0.77%
75,795
+3,261
32
$3.82M 0.74%
74,945
+4,171
33
$3.8M 0.74%
26,396
+5
34
$3.47M 0.68%
30,669
+479
35
$3.42M 0.67%
36,080
+920
36
$3.4M 0.66%
66,802
+6,184
37
$3.4M 0.66%
87,850
-7,636
38
$3.31M 0.64%
69,086
+1,079
39
$3.3M 0.64%
107,751
40
$3.25M 0.63%
52,706
-657
41
$3.23M 0.63%
83,165
-7,110
42
$3.19M 0.62%
41,691
+1,148
43
$3.19M 0.62%
53,733
-7,028
44
$3.17M 0.62%
55,833
-5,166
45
$3.17M 0.62%
51,503
+2,078
46
$2.96M 0.58%
97,357
+3,319
47
$2.86M 0.56%
19,132
+185
48
$2.83M 0.55%
14,635
-123
49
$2.73M 0.53%
24,554
+962
50
$2.69M 0.52%
51,279
+2,138
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2
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