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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.53%
37,357
-1,474
52
$2.37M 0.52%
18,301
-7
53
$2.37M 0.52%
29,892
+316
54
$2.37M 0.52%
91,104
+17,764
55
$2.33M 0.51%
35,317
+3,158
56
$2.32M 0.51%
53,343
+3,835
57
$2.32M 0.51%
17,236
-1,004
58
$2.26M 0.5%
137,220
-8,190
59
$2.2M 0.49%
14,274
+2,588
60
$2.17M 0.48%
14,787
+3,226
61
$2.16M 0.48%
11,784
-306
62
$2.12M 0.47%
40,756
-139
63
$2.08M 0.46%
22,871
-877
64
$2.08M 0.46%
20,704
-911
65
$2.08M 0.46%
22,257
-281
66
$2.04M 0.45%
+39,117
67
$2.02M 0.45%
12,647
+324
68
$2.01M 0.44%
+17,858
69
$1.95M 0.43%
14,681
-204
70
$1.95M 0.43%
+26,502
71
$1.94M 0.43%
17,988
+437
72
$1.93M 0.43%
14,224
+1,810
73
$1.91M 0.42%
+7,114
74
$1.9M 0.42%
41,597
-839
75
$1.89M 0.42%
36,130
-927
1 2
3
4 5