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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.41%
25,255
-10
77
$2.11M 0.41%
20,315
-906
78
$2.09M 0.41%
33,788
-728
79
$2.08M 0.41%
20,558
-420
80
$2.08M 0.41%
45,838
+40,818
81
$2.04M 0.4%
44,915
-336
82
$2.02M 0.39%
23,303
+2,930
83
$2.01M 0.39%
35,255
+2,295
84
$2M 0.39%
73,432
+26,942
85
$1.98M 0.39%
24,655
+853
86
$1.96M 0.38%
13,499
+1,416
87
$1.94M 0.38%
+23,478
88
$1.94M 0.38%
14,532
+2,012
89
$1.94M 0.38%
+38,791
90
$1.9M 0.37%
+34,505
91
$1.83M 0.36%
125,844
+1,386
92
$1.83M 0.36%
13,941
+613
93
$1.8M 0.35%
13,540
-4,275
94
$1.77M 0.35%
23,601
-10,674
95
$1.77M 0.34%
35,857
+25,389
96
$1.76M 0.34%
13,116
+16
97
$1.75M 0.34%
37,111
+1,319
98
$1.74M 0.34%
18,457
+1,058
99
$1.68M 0.33%
41,856
+552
100
$1.66M 0.32%
12,178
+59
2 3
4
5 6