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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.33%
16,339
-8,877
102
$1.08M 0.33%
9,141
-1,612
103
$1.06M 0.32%
32,998
+15,701
104
$1.06M 0.32%
14,108
-6,429
105
$1.02M 0.31%
20,742
+11,025
106
$991K 0.3%
17,110
-5,785
107
$987K 0.3%
10,099
-2,952
108
$985K 0.3%
12,781
-1,588
109
$978K 0.3%
22,726
-13,242
110
$971K 0.29%
34,011
-20,976
111
$956K 0.29%
8,785
-17,813
112
$951K 0.29%
8,236
-2,308
113
$910K 0.28%
13,956
-23,401
114
$901K 0.27%
11,532
-1,846
115
$901K 0.27%
33,898
-26,526
116
$898K 0.27%
5,481
-2,672
117
$891K 0.27%
10,485
-10,642
118
$874K 0.27%
35,488
+980
119
$868K 0.26%
18,417
-2,625
120
$859K 0.26%
17,079
-8,717
121
$850K 0.26%
31,131
-16,228
122
$837K 0.25%
16,705
-4,435
123
$837K 0.25%
+15,885
124
$833K 0.25%
23,972
-76
125
$808K 0.25%
16,837
+738
3 4
5
6 7