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
651
$12K ﹤0.01%
+250
652
$12K ﹤0.01%
+411
653
$12K ﹤0.01%
300
-200
654
$12K ﹤0.01%
510
655
$12K ﹤0.01%
305
-200
656
$12K ﹤0.01%
104
-15
657
$12K ﹤0.01%
1,000
658
$12K ﹤0.01%
100
659
$12K ﹤0.01%
+900
660
$12K ﹤0.01%
431
661
$12K ﹤0.01%
+900
662
$12K ﹤0.01%
+800
663
$11K ﹤0.01%
153
-2,501
664
$11K ﹤0.01%
200
665
$11K ﹤0.01%
+427
666
$11K ﹤0.01%
325
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667
$11K ﹤0.01%
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668
$11K ﹤0.01%
224
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669
$11K ﹤0.01%
391
-3,682
670
$11K ﹤0.01%
377
671
$11K ﹤0.01%
480
672
$11K ﹤0.01%
125
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673
$11K ﹤0.01%
+562
674
$11K ﹤0.01%
266
+144
675
$11K ﹤0.01%
72
25 26
27
28 29