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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$34K 0.01%
323
+123
477
$33K 0.01%
600
478
$33K 0.01%
3,363
479
$33K 0.01%
1,503
480
$33K 0.01%
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481
$33K 0.01%
1,500
482
$32K 0.01%
1,009
+33
483
$32K 0.01%
210
+10
484
$32K 0.01%
330
+130
485
$31K 0.01%
+4,900
486
$31K 0.01%
1,710
487
$31K 0.01%
406
488
$31K 0.01%
312
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489
$31K 0.01%
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490
$30K 0.01%
744
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491
$30K 0.01%
445
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492
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$30K 0.01%
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495
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496
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$29K 0.01%
600
498
$29K 0.01%
2,330
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499
$29K 0.01%
885
500
$29K 0.01%
750
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