RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
801
$5K ﹤0.01%
325
-500
802
$5K ﹤0.01%
50
803
$5K ﹤0.01%
+167
804
$5K ﹤0.01%
450
805
$5K ﹤0.01%
200
806
$5K ﹤0.01%
175
+125
807
$5K ﹤0.01%
+150
808
$5K ﹤0.01%
+150
809
$5K ﹤0.01%
+1,500
810
$5K ﹤0.01%
+210
811
$5K ﹤0.01%
740
+270
812
$5K ﹤0.01%
318
-491
813
$5K ﹤0.01%
10
-708
814
$5K ﹤0.01%
160
815
$5K ﹤0.01%
+185
816
$5K ﹤0.01%
+128
817
$5K ﹤0.01%
115
818
$5K ﹤0.01%
98
+30
819
$5K ﹤0.01%
200
820
$5K ﹤0.01%
105
821
$5K ﹤0.01%
+180
822
$5K ﹤0.01%
+400
823
$5K ﹤0.01%
55
-30
824
$5K ﹤0.01%
+313
825
$5K ﹤0.01%
250
31 32
33
34 35