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
1076
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1077
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1079
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-53
1080
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-623
1081
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$0 ﹤0.01%
+24
1083
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-404
1084
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62
1085
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0
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1
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$0 ﹤0.01%
448
1088
$0 ﹤0.01%
388
+138
1089
$0 ﹤0.01%
45
1090
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1091
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$0 ﹤0.01%
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1093
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38
1094
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1095
– –
-5,243
1096
– –
-650
1097
$0 ﹤0.01%
51
1098
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150
1099
$0 ﹤0.01%
25
-475
1100
$0 ﹤0.01%
+225
42 43
44
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