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
1101
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1102
$0 ﹤0.01%
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1103
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1104
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1105
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1106
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+51
1107
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0
1108
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1109
$0 ﹤0.01%
1
1110
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-25
1111
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1112
– –
-508
1113
$0 ﹤0.01%
+10
1114
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1115
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1116
$0 ﹤0.01%
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1117
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1118
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1
1119
$0 ﹤0.01%
+33
1120
$0 ﹤0.01%
+84
1121
– –
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1122
– –
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1123
$0 ﹤0.01%
19
-3,123
1124
– –
-986
1125
– –
-39
43 44
45
46 47