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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$8K ﹤0.01%
+125
752
$7K ﹤0.01%
+1,397
753
$7K ﹤0.01%
120
754
$7K ﹤0.01%
500
755
$7K ﹤0.01%
300
756
$7K ﹤0.01%
180
757
$7K ﹤0.01%
114
758
$7K ﹤0.01%
110
759
$7K ﹤0.01%
250
760
$7K ﹤0.01%
172
761
$7K ﹤0.01%
494
762
$7K ﹤0.01%
109
-561
763
$7K ﹤0.01%
+166
764
$7K ﹤0.01%
140
-1,850
765
$7K ﹤0.01%
+571
766
$7K ﹤0.01%
1,465
-591
767
$7K ﹤0.01%
101
+1
768
$7K ﹤0.01%
+28
769
$7K ﹤0.01%
981
-677
770
$7K ﹤0.01%
100
771
$7K ﹤0.01%
208
+26
772
$7K ﹤0.01%
3,000
773
$7K ﹤0.01%
719
-13,803
774
$6K ﹤0.01%
+105
775
$6K ﹤0.01%
+62
29 30
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