RIA

Regal Investment Advisors Portfolio holdings

AUM $1.24B
AUM
$1.24B
AUM Growth
-$94.3M
Cap. Flow
-$62.9M
Cap. Flow %
-5.09%
Top 10 Hldgs %
22.93%
Holding
498
New
32
Increased
165
Reduced
230
Closed
38

Top Buys

1
$5.31M
2
$5.03M
3
$3.36M
4
$3.34M
5
$3.19M

Top Sells

1
$7.73M
2
$5.93M
3
$4.18M
4
$3.96M
5
$3.9M

Sector Composition

1Technology8.28%
2Healthcare4.73%
3Consumer Staples4.4%
4Financials3.64%
5Consumer Discretionary2.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.75M0.22%109,808
+2,514
+2%
+$63.1K
$2.62M0.21%20,675
-8,385
-29%
-$1.06M
$2.61M0.21%49,051
+6,715
+16%
+$358K
$2.6M0.21%23,475
+41
+0.2%
+$4.55K
$2.56M0.21%22,157
+648
+3%
+$74.9K
$2.52M0.2%21,217
-5,268
-20%
-$627K
$2.49M0.2%28,680
-10,149
-26%
-$882K
$2.45M0.2%14,137
+879
+7%
+$152K
$2.36M0.19%30,748
+29
+0.1%
+$2.23K
$2.33M0.19%15,958
-2,862
-15%
-$418K
$2.33M0.19%24,848
-791
-3%
-$74.1K
$2.31M0.19%80,929
+529
+0.7%
+$15.1K
$2.28M0.18%79,799
-10,983
-12%
-$313K
$2.27M0.18%54,517
-24,250
-31%
-$1.01M
$2.24M0.18%32,202
+1,252
+4%
+$87.2K
$2.21M0.18%23,910
-49
-0.2%
-$4.52K
$2.14M0.17%17,519
+1,510
+9%
+$184K
$2.13M0.17%26,081
-15,561
-37%
-$1.27M
$2.07M0.17%28,140
-167
-0.6%
-$12.3K
$2.07M0.17%4,253
-686
-14%
-$334K
$2.05M0.17%11,785
+359
+3%
+$62.3K
$1.99M0.16%11,875
-753
-6%
-$126K
$1.98M0.16%21,893
+2,106
+11%
+$191K
$1.97M0.16%44,602
+463
+1%
+$20.5K
$1.97M0.16%2,386
-852
-26%
-$704K
1 4567820