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
601
$16K ﹤0.01%
550
602
$16K ﹤0.01%
260
+85
603
$16K ﹤0.01%
326
604
$16K ﹤0.01%
481
605
$16K ﹤0.01%
470
606
$16K ﹤0.01%
343
+288
607
$16K ﹤0.01%
1,388
-224
608
$16K ﹤0.01%
515
-413
609
$16K ﹤0.01%
1,116
-713
610
$16K ﹤0.01%
424
+250
611
$16K ﹤0.01%
+1,300
612
$16K ﹤0.01%
+605
613
$16K ﹤0.01%
1,682
614
$15K ﹤0.01%
+1,242
615
$15K ﹤0.01%
880
+62
616
$15K ﹤0.01%
200
617
$15K ﹤0.01%
176
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618
$15K ﹤0.01%
137
619
$15K ﹤0.01%
135
+85
620
$15K ﹤0.01%
+350
621
$15K ﹤0.01%
1,006
-886
622
$15K ﹤0.01%
350
623
$14K ﹤0.01%
377
-209
624
$14K ﹤0.01%
200
625
$14K ﹤0.01%
378
23 24
25
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