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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.3%
37,948
-774
102
$1.2M 0.3%
26,923
+6,244
103
$1.2M 0.3%
47,544
+1,914
104
$1.18M 0.29%
11,533
+203
105
$1.17M 0.29%
50,576
+905
106
$1.16M 0.29%
11,369
-2,921
107
$1.16M 0.29%
10,719
+203
108
$1.14M 0.28%
29,322
+1,414
109
$1.08M 0.27%
30,165
+10
110
$1.06M 0.26%
23,013
-10,805
111
$1.04M 0.26%
37,317
+1,396
112
$1.02M 0.25%
43,535
-8,120
113
$1M 0.25%
15,338
-8,865
114
$988K 0.24%
33,276
+3,513
115
$977K 0.24%
19,846
+2,701
116
$968K 0.24%
39,251
-4,799
117
$960K 0.24%
8,137
+874
118
$919K 0.23%
8,805
+617
119
$916K 0.23%
15,831
+1,072
120
$914K 0.23%
22,016
+857
121
$892K 0.22%
7,861
+2,222
122
$880K 0.22%
9,628
+158
123
$880K 0.22%
6,817
+1,017
124
$876K 0.22%
5,800
+18
125
$860K 0.21%
13,084
+410
3 4
5
6 7