RIA

Regal Investment Advisors Portfolio holdings

AUM $1.24B
AUM
$1.24B
AUM Growth
-$94.3M
Cap. Flow
-$62.9M
Cap. Flow %
-5.09%
Top 10 Hldgs %
22.93%
Holding
498
New
32
Increased
165
Reduced
230
Closed
38

Top Buys

1
$5.31M
2
$5.03M
3
$3.36M
4
$3.34M
5
$3.19M

Top Sells

1
$7.73M
2
$5.93M
3
$4.18M
4
$3.96M
5
$3.9M

Sector Composition

1Technology8.28%
2Healthcare4.73%
3Consumer Staples4.4%
4Financials3.64%
5Consumer Discretionary2.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.36M0.27%19,996
-10,604
-35%
-$1.78M
$3.36M0.27%9,163
-3,737
-29%
-$1.37M
$3.35M0.27%16,588
-2,127
-11%
-$430K
$3.31M0.27%30,247
-10,597
-26%
-$1.16M
$3.26M0.26%22,900
-9,823
-30%
-$1.4M
$3.24M0.26%13,227
-2,129
-14%
-$522K
$3.23M0.26%61,680
-19,671
-24%
-$1.03M
$3.2M0.26%20,686
-3,213
-13%
-$497K
$3.19M0.26%21,279
-6,837
-24%
-$1.03M
$3.12M0.25%18,106
-176
-1%
-$30.3K
$3.1M0.25%99,704
+81,989
+463%
+$2.55M
$3.08M0.25%53,914
-103,771
-66%
-$5.93M
$3.07M0.25%16,490
+5,765
+54%
+$1.07M
$3.05M0.25%24,451
-8,189
-25%
-$1.02M
$3.03M0.24%72,401
-26,886
-27%
-$1.12M
$3.02M0.24%24,745
-6,397
-21%
-$780K
$3M0.24%57,738
+29,311
+103%
+$1.52M
$2.99M0.24%36,135
-3,728
-9%
-$308K
$2.99M0.24%13,478
-2,023
-13%
-$449K
$2.94M0.24%31,476
-14,131
-31%
-$1.32M
$2.86M0.23%31,781
+1,040
+3%
+$93.7K
$2.84M0.23%13,757
-6,741
-33%
-$1.39M
$2.84M0.23%34,708
+17,666
+104%
+$1.44M
$2.82M0.23%19,137
-10,146
-35%
-$1.49M
$2.8M0.23%9,169
-7,098
-44%
-$2.17M
1 3456720