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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.49%
79,922
-8,283
77
$1.96M 0.49%
80,892
-9,250
78
$1.95M 0.48%
24,176
+4,807
79
$1.92M 0.48%
14,394
+318
80
$1.92M 0.48%
34,724
-14,382
81
$1.92M 0.48%
82,820
-8,577
82
$1.88M 0.46%
30,831
+1,020
83
$1.86M 0.46%
41,458
+947
84
$1.85M 0.46%
16,608
+796
85
$1.85M 0.46%
28,932
-4,289
86
$1.76M 0.44%
31,978
+11,887
87
$1.7M 0.42%
18,419
-69
88
$1.53M 0.38%
30,131
-1,448
89
$1.5M 0.37%
61,984
-4,027
90
$1.5M 0.37%
20,754
+1,245
91
$1.5M 0.37%
13,152
+2,877
92
$1.46M 0.36%
18,263
+557
93
$1.41M 0.35%
58,547
+7,742
94
$1.39M 0.34%
11,093
+23
95
$1.37M 0.34%
25,457
+3,301
96
$1.31M 0.33%
9,691
+1,289
97
$1.28M 0.32%
8,977
+1,052
98
$1.27M 0.31%
27,291
-9,460
99
$1.26M 0.31%
14,205
+341
100
$1.23M 0.3%
13,781
+738
2 3
4
5 6