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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.52%
23,996
+545
52
$2.65M 0.52%
17,282
+103
53
$2.59M 0.51%
47,286
+2,107
54
$2.53M 0.49%
2,301
-384
55
$2.51M 0.49%
15,009
+1,075
56
$2.49M 0.49%
15,059
+452
57
$2.48M 0.48%
15,808
+1,044
58
$2.43M 0.47%
66,009
+2,400
59
$2.42M 0.47%
51,183
-680
60
$2.42M 0.47%
12,964
+1,034
61
$2.41M 0.47%
95,589
+8,398
62
$2.38M 0.46%
17,631
-389
63
$2.37M 0.46%
5,050
+16
64
$2.35M 0.46%
46,577
-2,340
65
$2.35M 0.46%
21,539
+691
66
$2.33M 0.45%
28,480
-956
67
$2.33M 0.45%
51,861
-841
68
$2.28M 0.44%
7,054
-68
69
$2.28M 0.44%
52,504
-1,878
70
$2.27M 0.44%
37,018
+1,760
71
$2.27M 0.44%
14,972
-11
72
$2.26M 0.44%
19,559
-148
73
$2.25M 0.44%
15,022
+840
74
$2.24M 0.44%
16,415
-1,160
75
$2.22M 0.43%
25,411
+13,333
1 2
3
4 5