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
501
$28K 0.01%
1,160
502
$28K 0.01%
300
-431
503
$28K 0.01%
600
+400
504
$28K 0.01%
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505
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225
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506
$28K 0.01%
325
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507
$28K 0.01%
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508
$27K 0.01%
1,080
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509
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832
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510
$27K 0.01%
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511
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939
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512
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530
513
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5,348
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514
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342
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515
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551
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516
$27K 0.01%
760
517
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66
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518
$26K 0.01%
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519
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520
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521
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+1,772
523
$25K 0.01%
1,658
-555
524
$25K 0.01%
+3,300
525
$25K 0.01%
550
-50
19 20
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