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
676
$11K ﹤0.01%
592
+242
677
$11K ﹤0.01%
+350
678
$11K ﹤0.01%
894
-1,648
679
$11K ﹤0.01%
441
680
$11K ﹤0.01%
+1,000
681
$11K ﹤0.01%
264
682
$11K ﹤0.01%
335
683
$10K ﹤0.01%
+800
684
$10K ﹤0.01%
200
685
$10K ﹤0.01%
300
686
$10K ﹤0.01%
70
687
$10K ﹤0.01%
620
+375
688
$10K ﹤0.01%
+449
689
$10K ﹤0.01%
164
-995
690
$10K ﹤0.01%
585
-9,676
691
$10K ﹤0.01%
333
692
$10K ﹤0.01%
+75
693
$10K ﹤0.01%
+262
694
$10K ﹤0.01%
+1,275
695
$10K ﹤0.01%
2,124
-1,107
696
$10K ﹤0.01%
373
-6,080
697
$10K ﹤0.01%
300
-375
698
$10K ﹤0.01%
363
699
$10K ﹤0.01%
2,460
-1,394
700
$10K ﹤0.01%
7,600
+500
26 27
28
29 30