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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.41%
25,216
+833
77
$1.86M 0.41%
14,792
+5,262
78
$1.86M 0.41%
26,653
+5,344
79
$1.86M 0.41%
+15,604
80
$1.85M 0.41%
35,876
-117
81
$1.84M 0.41%
61,418
+594
82
$1.82M 0.4%
29,511
-636
83
$1.79M 0.4%
+85,524
84
$1.78M 0.39%
21,127
-6,157
85
$1.78M 0.39%
30,777
-25
86
$1.73M 0.38%
25,047
-653
87
$1.73M 0.38%
29,511
-798
88
$1.69M 0.37%
14,928
+790
89
$1.64M 0.36%
27,108
-581
90
$1.63M 0.36%
54,987
-291
91
$1.62M 0.36%
23,984
-443
92
$1.61M 0.36%
11,460
-445
93
$1.61M 0.36%
20,537
+770
94
$1.61M 0.36%
24,688
+6,346
95
$1.58M 0.35%
10,468
-71
96
$1.57M 0.35%
35,968
-1,580
97
$1.5M 0.33%
28,327
+376
98
$1.5M 0.33%
114,273
-3,484
99
$1.5M 0.33%
28,750
+2,530
100
$1.46M 0.32%
13,627
-12,614
2 3
4
5 6