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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.3%
11,842
+1,213
102
$1.55M 0.3%
26,899
-698
103
$1.52M 0.3%
37,720
-1,071
104
$1.51M 0.29%
21,190
-2,411
105
$1.51M 0.29%
16,027
-2,430
106
$1.5M 0.29%
64,463
+3,913
107
$1.46M 0.29%
16,602
+952
108
$1.46M 0.28%
31,936
-3,921
109
$1.46M 0.28%
12,524
+115
110
$1.43M 0.28%
25,014
-187
111
$1.41M 0.27%
6,049
-43
112
$1.4M 0.27%
17,435
-2,719
113
$1.4M 0.27%
16,049
-1,118
114
$1.38M 0.27%
11,713
-1,187
115
$1.36M 0.26%
13,303
-275
116
$1.35M 0.26%
46,241
+448
117
$1.33M 0.26%
50,709
+3,027
118
$1.32M 0.26%
16,609
-1,230
119
$1.31M 0.26%
124,452
-1,392
120
$1.28M 0.25%
+51,676
121
$1.27M 0.25%
14,520
-43
122
$1.22M 0.24%
29,824
-821
123
$1.19M 0.23%
26,356
-6,748
124
$1.18M 0.23%
7,800
+405
125
$1.16M 0.23%
27,024
+1,197
3 4
5
6 7