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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$836K 0.21%
74,737
-4,717
127
$809K 0.2%
28,311
+21
128
$808K 0.2%
5,737
-392
129
$804K 0.2%
15,314
-486
130
$793K 0.2%
219,400
+5,160
131
$730K 0.18%
33,551
+358
132
$727K 0.18%
28,240
+730
133
$726K 0.18%
8,849
+1,128
134
$726K 0.18%
23,274
+3,612
135
$720K 0.18%
28,489
+2,185
136
$720K 0.18%
14,839
+521
137
$713K 0.18%
21,141
+159
138
$711K 0.18%
9,091
-420
139
$708K 0.18%
12,232
-734
140
$702K 0.17%
14,272
+9
141
$692K 0.17%
6,591
+673
142
$692K 0.17%
11,092
+683
143
$686K 0.17%
10,553
+509
144
$674K 0.17%
24,793
-429
145
$672K 0.17%
30,241
+264
146
$653K 0.16%
17,542
+983
147
– –
0
148
$640K 0.16%
12,722
-216
149
$630K 0.16%
47,325
-19,543
150
$629K 0.16%
12,833
+266
4 5
6
7 8