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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.42%
87,607
-7,982
77
$2.15M 0.42%
14,459
-513
78
$2.14M 0.42%
4,808
-242
79
$2.14M 0.42%
35,411
+156
80
$2.11M 0.41%
+168,516
81
$2.1M 0.41%
51,431
+248
82
$2.09M 0.41%
19,858
-700
83
$2.09M 0.41%
18,160
-1,399
84
$2.09M 0.41%
32,556
-1,232
85
$2.06M 0.4%
23,174
-2,237
86
$2.01M 0.39%
15,885
-530
87
$1.99M 0.39%
24,684
+29
88
$1.93M 0.38%
14,004
+505
89
$1.92M 0.38%
13,537
-995
90
$1.91M 0.37%
+13,711
91
$1.89M 0.37%
+29,806
92
$1.88M 0.37%
33,352
-1,153
93
$1.85M 0.36%
22,674
-804
94
$1.85M 0.36%
13,502
-439
95
$1.85M 0.36%
32,283
+7,544
96
$1.83M 0.36%
11,892
-286
97
$1.74M 0.34%
36,787
-324
98
$1.71M 0.33%
40,869
-987
99
$1.69M 0.33%
11,773
+814
100
$1.63M 0.32%
5,641
-400
2 3
4
5 6