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
101
$1.06M 0.28%
9,200
-465
102
$1.06M 0.28%
13,441
+4,952
103
$1.06M 0.27%
13,475
-3,544
104
$1.06M 0.27%
10,405
+528
105
$1.05M 0.27%
52,148
-4,715
106
$1.01M 0.26%
54,727
-3,971
107
$983K 0.26%
28,988
+7,985
108
$970K 0.25%
37,580
-3,034
109
$944K 0.25%
16,233
-117
110
$930K 0.24%
23,879
+7,268
111
$905K 0.23%
22,580
-771
112
$900K 0.23%
10,097
+80
113
$887K 0.23%
30,534
+8,756
114
$885K 0.23%
14,189
-6,708
115
$879K 0.23%
10,564
+4,427
116
$838K 0.22%
8,280
+2,110
117
$838K 0.22%
11,367
+1,603
118
$823K 0.21%
30,145
-72,925
119
$823K 0.21%
7,700
-30,586
120
$803K 0.21%
7,975
+2,907
121
$790K 0.21%
15,044
-28
122
$786K 0.2%
31,824
-1,900
123
$784K 0.2%
8,324
+2,590
124
$769K 0.2%
7,910
+3,015
125
$755K 0.2%
9,831
-400
3 4
5
6 7