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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$734K 0.19%
18,411
-7,531
127
$726K 0.19%
9,790
+3,235
128
$702K 0.18%
6,577
+488
129
$701K 0.18%
10,599
+345
130
$688K 0.18%
23,105
+1,804
131
$654K 0.17%
44,201
-2,104
132
$648K 0.17%
11,400
+900
133
$641K 0.17%
20,273
-1,283
134
$634K 0.16%
23,125
-2,796
135
$632K 0.16%
8,693
-305
136
$629K 0.16%
11,700
-2,257
137
$627K 0.16%
11,755
+956
138
$626K 0.16%
14,406
+3,595
139
$601K 0.16%
5,075
-163
140
$586K 0.15%
13,238
-990
141
$578K 0.15%
33,680
+16
142
$571K 0.15%
8,210
-43
143
$550K 0.14%
25,467
+1,065
144
$533K 0.14%
24,708
-7,783
145
$523K 0.14%
23,647
-1,027
146
$519K 0.13%
11,841
-981
147
$512K 0.13%
12,977
-2,243
148
$511K 0.13%
18,980
+3,132
149
$505K 0.13%
7,253
+2,195
150
$505K 0.13%
11,298
+141
4 5
6
7 8