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
701
$10K ﹤0.01%
250
702
$10K ﹤0.01%
+945
703
$10K ﹤0.01%
1,200
+250
704
$10K ﹤0.01%
+800
705
$10K ﹤0.01%
298
706
$9K ﹤0.01%
+300
707
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220
708
$9K ﹤0.01%
135
709
$9K ﹤0.01%
+685
710
$9K ﹤0.01%
272
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711
$9K ﹤0.01%
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712
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+315
713
$9K ﹤0.01%
534
714
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1,500
715
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500
716
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285
717
$9K ﹤0.01%
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718
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719
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1,200
720
$9K ﹤0.01%
100
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721
$9K ﹤0.01%
229
722
$9K ﹤0.01%
2,372
723
$9K ﹤0.01%
375
724
$9K ﹤0.01%
300
725
$9K ﹤0.01%
1,497
-337
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