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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
200
1027
$1K ﹤0.01%
6,365
1028
$1K ﹤0.01%
1,000
1029
$1K ﹤0.01%
23
1030
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54
1031
$1K ﹤0.01%
190
1032
$1K ﹤0.01%
300
1033
$1K ﹤0.01%
+100
1034
$0 ﹤0.01%
+41
1035
– –
-1,206
1036
– –
-630
1037
– –
-11
1038
$0 ﹤0.01%
300
1039
$0 ﹤0.01%
150
1040
$0 ﹤0.01%
50
1041
$0 ﹤0.01%
100
1042
$0 ﹤0.01%
44
1043
– –
-63
1044
– –
-813
1045
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-827
1046
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1047
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-800
1048
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-200
1049
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1050
– –
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40 41
42
43 44