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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.56%
+106,063
52
$1.82M 0.55%
19,007
-3,864
53
$1.79M 0.54%
18,302
-3,955
54
$1.79M 0.54%
16,218
-6,708
55
$1.79M 0.54%
22,092
-4,410
56
$1.77M 0.54%
14,023
+4,542
57
$1.77M 0.54%
5,957
-1,157
58
$1.74M 0.53%
12,364
-1,860
59
$1.72M 0.52%
24,662
-16,030
60
$1.69M 0.51%
14,958
-2,900
61
$1.68M 0.51%
31,955
-7,162
62
$1.6M 0.49%
28,930
-7,200
63
$1.6M 0.49%
24,570
-4,941
64
$1.59M 0.48%
29,498
-6,378
65
$1.59M 0.48%
+42,457
66
$1.59M 0.48%
20,548
-4,499
67
$1.58M 0.48%
+100,674
68
$1.56M 0.47%
+8,394
69
$1.55M 0.47%
+112,368
70
$1.55M 0.47%
94,319
-19,954
71
$1.54M 0.47%
+56,634
72
$1.53M 0.47%
8,926
-3,721
73
$1.52M 0.46%
+15,864
74
$1.51M 0.46%
11,228
-3,700
75
$1.51M 0.46%
75,575
-9,949
1 2
3
4 5