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
$369M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.87M
3
+$3.84M
4
VTR icon
Ventas
VTR
+$3.49M
5
WDC icon
Western Digital
WDC
+$3.18M

Top Sells

1
+$4.61M
2
+$4.35M
3
+$3.98M
4
ALK icon
Alaska Air
ALK
+$3.85M
5
KFRC icon
Kforce
KFRC
+$3.73M

Sector Composition

1 Consumer Discretionary 8.24%
2 Healthcare 6.68%
3 Communication Services 4.27%
4 Industrials 4.16%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.41%
14,881
+3,850
77
$1.52M 0.41%
70,291
+7,670
78
$1.5M 0.41%
17,921
-2,791
79
$1.49M 0.4%
86,967
+616
80
$1.49M 0.4%
17,050
+1,992
81
$1.44M 0.39%
14,364
+2,050
82
$1.4M 0.38%
30,202
-5,362
83
$1.29M 0.35%
23,771
+4,006
84
$1.27M 0.34%
9,103
-1,338
85
$1.25M 0.34%
10,299
+498
86
$1.24M 0.34%
27,422
-620
87
$1.21M 0.33%
11,053
-42,231
88
$1.19M 0.32%
54,234
+1,984
89
$1.18M 0.32%
9,370
-144
90
$1.17M 0.32%
23,799
-319
91
$1.15M 0.31%
14,999
-41
92
$1.14M 0.31%
17,148
+893
93
$1.14M 0.31%
11,093
-354
94
$1.13M 0.31%
40,070
-4,630
95
$1.12M 0.3%
48,409
-653
96
$1.11M 0.3%
59,043
-1,233
97
$1.11M 0.3%
9,947
+499
98
$1.1M 0.3%
40,674
+3,271
99
$1.06M 0.29%
53,878
-12,596
100
$1.05M 0.28%
77,931
-6,119
2 3
4
5 6