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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.53%
43,073
+33,491
52
$2.71M 0.53%
49,067
-2,212
53
$2.66M 0.52%
37,673
-4,018
54
$2.63M 0.51%
17,387
+2,365
55
$2.55M 0.5%
6,794
-260
56
$2.51M 0.49%
14,994
-15
57
$2.49M 0.49%
40,829
+3,811
58
$2.45M 0.48%
90,633
+17,201
59
$2.44M 0.48%
22,818
-485
60
$2.42M 0.47%
22,271
+732
61
$2.42M 0.47%
61,227
-4,782
62
$2.42M 0.47%
15,730
-78
63
$2.41M 0.47%
13,542
-1,093
64
$2.4M 0.47%
45,875
-1,411
65
$2.4M 0.47%
48,054
-3,807
66
$2.35M 0.46%
20,115
-200
67
$2.34M 0.46%
27,229
-1,251
68
$2.34M 0.46%
15,393
-1,889
69
$2.34M 0.46%
14,475
-584
70
$2.31M 0.45%
49,742
-2,762
71
$2.28M 0.45%
81,564
+57,856
72
$2.22M 0.43%
43,862
-1,976
73
$2.22M 0.43%
15,811
-1,820
74
$2.19M 0.43%
43,584
-2,993
75
$2.17M 0.42%
23,990
-1,265
1 2
3
4 5