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
626
$14K ﹤0.01%
163
-77
627
$14K ﹤0.01%
525
-125
628
$14K ﹤0.01%
1,036
629
$14K ﹤0.01%
150
-3,178
630
$13K ﹤0.01%
195
631
$13K ﹤0.01%
650
632
$13K ﹤0.01%
198
+73
633
$13K ﹤0.01%
686
-213
634
$13K ﹤0.01%
8,000
635
$13K ﹤0.01%
+300
636
$13K ﹤0.01%
278
+18
637
$13K ﹤0.01%
+180
638
$13K ﹤0.01%
500
639
$13K ﹤0.01%
+1,000
640
$13K ﹤0.01%
+800
641
$13K ﹤0.01%
714
+3
642
$13K ﹤0.01%
300
643
$13K ﹤0.01%
204
-1,500
644
$13K ﹤0.01%
5,750
+2,505
645
$13K ﹤0.01%
127
+50
646
$13K ﹤0.01%
512
+2
647
$12K ﹤0.01%
+1,000
648
$12K ﹤0.01%
882
+126
649
$12K ﹤0.01%
300
650
$12K ﹤0.01%
+554
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