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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.32%
36,795
+602
102
$1.6M 0.31%
6,041
-732
103
$1.57M 0.31%
20,154
+16,868
104
$1.56M 0.3%
27,597
+125
105
$1.54M 0.3%
25,201
-693
106
$1.52M 0.3%
60,550
+3,770
107
$1.5M 0.29%
17,167
+1,048
108
$1.48M 0.29%
33,104
-3,916
109
$1.47M 0.29%
12,409
+397
110
$1.46M 0.28%
15,650
+424
111
$1.46M 0.28%
10,959
-3,668
112
$1.44M 0.28%
12,900
+826
113
$1.43M 0.28%
13,578
+544
114
$1.43M 0.28%
6,092
+219
115
$1.42M 0.28%
24,739
+667
116
$1.4M 0.27%
15,187
+1,096
117
$1.38M 0.27%
10,629
+5,860
118
$1.33M 0.26%
45,793
+1,203
119
$1.26M 0.25%
17,839
+1,649
120
$1.25M 0.24%
14,563
+143
121
$1.23M 0.24%
47,682
+2,941
122
$1.19M 0.23%
+35,947
123
$1.19M 0.23%
25,827
+1,391
124
$1.18M 0.23%
30,645
+4,900
125
$1.15M 0.22%
+23,349
3 4
5
6 7