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
776
$6K ﹤0.01%
90
777
$6K ﹤0.01%
+116
778
$6K ﹤0.01%
292
779
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200
780
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781
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122
+1
782
$6K ﹤0.01%
305
783
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93
-468
784
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400
785
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1,000
786
$6K ﹤0.01%
492
787
$6K ﹤0.01%
+148
788
$6K ﹤0.01%
+38
789
$6K ﹤0.01%
70
790
$6K ﹤0.01%
68
+1
791
$6K ﹤0.01%
453
792
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900
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795
$5K ﹤0.01%
200
796
$5K ﹤0.01%
+308
797
$5K ﹤0.01%
50
798
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325
-500
799
$5K ﹤0.01%
50
800
$5K ﹤0.01%
+167
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