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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.45%
33,979
-7,618
77
$1.49M 0.45%
22,682
-4,426
78
$1.48M 0.45%
33,819
-19,524
79
$1.46M 0.44%
27,137
-1,190
80
$1.45M 0.44%
10,684
-3,997
81
$1.44M 0.44%
13,569
-4,419
82
$1.42M 0.43%
50,251
-11,167
83
$1.39M 0.42%
+36,591
84
$1.39M 0.42%
30,201
+9
85
$1.39M 0.42%
11,681
-3,111
86
$1.38M 0.42%
13,112
-2,492
87
$1.37M 0.42%
16,565
-23,815
88
$1.37M 0.41%
10,115
-353
89
$1.34M 0.41%
226,680
-11,160
90
$1.34M 0.41%
8,590
-6,197
91
$1.3M 0.39%
48,689
-42,415
92
$1.27M 0.39%
9,550
-1,910
93
$1.25M 0.38%
18,633
-8,020
94
$1.24M 0.38%
7,530
-4,254
95
$1.19M 0.36%
34,554
-51,111
96
$1.18M 0.36%
7,460
-6,814
97
$1.14M 0.35%
22,944
-5,806
98
$1.13M 0.34%
10,612
-3,015
99
$1.1M 0.33%
17,507
-7,181
100
$1.1M 0.33%
10,378
-3,665
2 3
4
5 6