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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.61%
44,027
+2,596
52
$2.45M 0.61%
44,181
+37,557
53
$2.44M 0.6%
14,145
-1,591
54
$2.43M 0.6%
+5,745
55
$2.38M 0.59%
176,232
-21,989
56
$2.36M 0.58%
+35,452
57
$2.35M 0.58%
21,441
-5,434
58
$2.31M 0.57%
47,125
-765
59
$2.3M 0.57%
181,603
-22,542
60
$2.29M 0.57%
+13,589
61
$2.29M 0.57%
36,829
+21,959
62
$2.29M 0.57%
22,236
+1,386
63
$2.28M 0.56%
43,821
-5,286
64
$2.27M 0.56%
+20,820
65
$2.24M 0.56%
19,072
-25
66
$2.21M 0.55%
13,428
-2,015
67
$2.21M 0.55%
+26,208
68
$2.16M 0.53%
+38,222
69
$2.15M 0.53%
17,243
-31,570
70
– –
0
71
$2.12M 0.53%
+27,692
72
$2.06M 0.51%
29,681
+4,715
73
$2.06M 0.51%
46,766
-3,284
74
$2.04M 0.51%
+31,296
75
$2.02M 0.5%
11,623
-580
1 2
3
4 5