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
76
$1.82M 0.47%
91,716
-4,321
77
$1.8M 0.47%
25,080
+7,930
78
$1.79M 0.46%
32,938
+18,558
79
$1.73M 0.45%
52,185
+14,700
80
$1.7M 0.44%
37,981
+2,572
81
$1.62M 0.42%
14,753
+1,654
82
$1.46M 0.38%
51,877
-3,531
83
$1.45M 0.38%
21,963
-40
84
$1.45M 0.38%
19,437
+8,084
85
$1.39M 0.36%
63,329
+21,850
86
$1.35M 0.35%
27,879
-868
87
$1.3M 0.34%
90,532
-4,597
88
$1.3M 0.34%
11,144
-251
89
$1.26M 0.33%
55,559
-18
90
$1.26M 0.33%
68,805
-5,264
91
$1.25M 0.33%
41,318
-4,107
92
$1.25M 0.32%
57,060
+1,245
93
$1.24M 0.32%
72,747
+34,832
94
$1.24M 0.32%
6,892
+6,836
95
$1.23M 0.32%
27,881
+9,151
96
$1.23M 0.32%
90,497
+13,485
97
$1.2M 0.31%
42,895
+1,870
98
$1.19M 0.31%
14,984
-406
99
$1.08M 0.28%
13,038
+2,271
100
$1.07M 0.28%
9,945
-375
2 3
4
5 6