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
801
$5K ﹤0.01%
450
802
$5K ﹤0.01%
200
803
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175
+125
804
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+150
805
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+150
806
$5K ﹤0.01%
+1,500
807
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+210
808
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740
+270
809
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318
-491
810
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10
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811
$5K ﹤0.01%
160
812
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+185
813
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+128
814
$5K ﹤0.01%
115
815
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98
+30
816
$5K ﹤0.01%
200
817
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105
818
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819
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188
+2
820
$5K ﹤0.01%
+90
821
$5K ﹤0.01%
+318
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