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
826
$5K ﹤0.01%
300
827
$4K ﹤0.01%
+85
828
$4K ﹤0.01%
+200
829
$4K ﹤0.01%
100
830
$4K ﹤0.01%
264
831
$4K ﹤0.01%
+75
832
$4K ﹤0.01%
207
-875
833
$4K ﹤0.01%
412
834
$4K ﹤0.01%
+201
835
$4K ﹤0.01%
+170
836
$4K ﹤0.01%
+85
837
$4K ﹤0.01%
+168
838
$4K ﹤0.01%
200
839
$4K ﹤0.01%
20
-10
840
$4K ﹤0.01%
80
841
$4K ﹤0.01%
183
-50
842
$4K ﹤0.01%
472
843
$4K ﹤0.01%
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844
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200
845
$4K ﹤0.01%
150
846
$4K ﹤0.01%
+248
847
$4K ﹤0.01%
90
+33
848
$4K ﹤0.01%
485
849
$4K ﹤0.01%
+75
850
$4K ﹤0.01%
210
32 33
34
35 36