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
51
$2.6M 0.68%
33,905
+1,706
52
$2.6M 0.67%
107,432
-8,371
53
$2.58M 0.67%
30,210
+2,519
54
$2.54M 0.66%
25,335
+7,396
55
$2.53M 0.66%
31,432
+4,259
56
$2.52M 0.65%
22,732
-364
57
$2.48M 0.64%
71,417
+6,485
58
$2.48M 0.64%
+78,758
59
$2.47M 0.64%
56,379
-4,202
60
$2.42M 0.63%
33,680
+1,858
61
$2.42M 0.63%
50,447
+6,980
62
$2.36M 0.61%
27,609
+2,707
63
$2.34M 0.61%
81,988
+7,510
64
$2.33M 0.61%
25,113
-532
65
$2.33M 0.61%
52,743
+4,583
66
$2.3M 0.6%
22,527
+11,584
67
$2.27M 0.59%
59,884
+5,610
68
$2.25M 0.58%
53,766
+1,109
69
$2.25M 0.58%
187,407
+54,798
70
$2.21M 0.57%
81,999
-4,717
71
$2.06M 0.54%
18,118
+582
72
$2.01M 0.52%
16,617
+2,878
73
$1.99M 0.52%
21,289
+13
74
$1.95M 0.51%
+51,090
75
$1.88M 0.49%
54,854
+2,433
1 2
3
4 5