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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 0.87%
41,039
-3,167
27
$4.4M 0.86%
20,507
-3,156
28
$4.4M 0.86%
86,261
+11,316
29
$4.13M 0.81%
43,119
-2,291
30
$4.07M 0.79%
119,431
-3,008
31
$3.96M 0.77%
76,731
+936
32
$3.77M 0.74%
31,781
-2,035
33
$3.66M 0.71%
32,087
+1,418
34
$3.62M 0.71%
107,751
35
$3.56M 0.7%
26,456
+60
36
$3.54M 0.69%
68,650
-436
37
$3.49M 0.68%
64,114
-2,688
38
$3.12M 0.61%
51,963
+460
39
$3.09M 0.6%
27,339
+3,343
40
$3.09M 0.6%
79,875
-3,290
41
$3.07M 0.6%
16,266
+3,302
42
$3.04M 0.59%
35,060
-1,020
43
$2.92M 0.57%
19,724
+592
44
$2.91M 0.57%
52,295
-3,538
45
$2.91M 0.57%
98,386
+1,029
46
$2.91M 0.57%
20,957
+7,417
47
$2.9M 0.57%
50,298
-3,435
48
$2.9M 0.57%
25,659
+1,105
49
$2.86M 0.56%
49,486
-3,220
50
$2.83M 0.55%
88,599
+76,739
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