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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.32%
60,424
+19,673
102
$1.39M 0.31%
22,895
-2,624
103
$1.38M 0.3%
237,840
+18,800
104
$1.37M 0.3%
7,284
+6,004
105
$1.35M 0.3%
14,043
+554
106
$1.33M 0.3%
30,192
+8
107
$1.31M 0.29%
26,884
+3,526
108
$1.3M 0.29%
47,359
+12,126
109
$1.26M 0.28%
10,544
+46
110
$1.24M 0.27%
13,051
-578
111
$1.24M 0.27%
8,153
+1,968
112
$1.23M 0.27%
11,219
+913
113
$1.23M 0.27%
25,796
+309
114
$1.2M 0.27%
10,753
+53
115
$1.09M 0.24%
18,268
+2,550
116
$1.09M 0.24%
14,369
+442
117
$1.08M 0.24%
9,481
+297
118
$1.05M 0.23%
13,378
+6,294
119
$1.04M 0.23%
12,391
+1,449
120
$1.03M 0.23%
14,280
+2,120
121
$1.03M 0.23%
+28,210
122
$1.02M 0.23%
21,140
-349
123
$994K 0.22%
8,791
+1,248
124
$987K 0.22%
21,042
+1,000
125
$984K 0.22%
11,349
+1,132
3 4
5
6 7