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
551
$21K 0.01%
1,700
552
$21K 0.01%
400
553
$21K 0.01%
675
554
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19,951
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555
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556
$20K 0.01%
712
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557
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457
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558
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559
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560
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561
$19K ﹤0.01%
372
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562
$19K ﹤0.01%
520
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563
$19K ﹤0.01%
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565
$19K ﹤0.01%
350
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$19K ﹤0.01%
1,836
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$19K ﹤0.01%
734
572
$18K ﹤0.01%
1,474
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$18K ﹤0.01%
247
574
$18K ﹤0.01%
253
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575
$18K ﹤0.01%
5,540
21 22
23
24 25