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
901
$3K ﹤0.01%
56
902
$3K ﹤0.01%
50
903
$3K ﹤0.01%
+62
904
$3K ﹤0.01%
168
905
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155
906
$3K ﹤0.01%
300
907
$3K ﹤0.01%
26
908
$3K ﹤0.01%
115
909
$3K ﹤0.01%
452
+131
910
$3K ﹤0.01%
100
911
$3K ﹤0.01%
250
912
$3K ﹤0.01%
+79
913
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+250
914
$3K ﹤0.01%
+50
915
$3K ﹤0.01%
79
916
$3K ﹤0.01%
+1
917
$3K ﹤0.01%
86
+1
918
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44
+1
919
$3K ﹤0.01%
+439
920
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+300
921
$3K ﹤0.01%
20
922
$2K ﹤0.01%
50
923
$2K ﹤0.01%
+30
924
$2K ﹤0.01%
+100
925
$2K ﹤0.01%
+20
35 36
37
38 39