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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$969K 0.21%
2,957
+506
127
$964K 0.21%
24,876
+5,008
128
$961K 0.21%
26,838
+541
129
$947K 0.21%
8,393
+185
130
– –
0
131
$917K 0.2%
26,121
-625
132
$908K 0.2%
8,249
+874
133
$906K 0.2%
14,832
+1,643
134
$887K 0.2%
31,874
+1,990
135
$861K 0.19%
19,414
+3,000
136
$852K 0.19%
21,514
+3,733
137
$852K 0.19%
34,508
-314
138
$846K 0.19%
24,048
-698
139
$838K 0.19%
7,086
-206
140
$822K 0.18%
13,091
-764
141
$815K 0.18%
29,564
-4,899
142
$805K 0.18%
10,037
+4,563
143
$770K 0.17%
16,099
-168
144
$765K 0.17%
24,638
+2,275
145
$738K 0.16%
+22,745
146
$720K 0.16%
8,733
-16,952
147
$717K 0.16%
9,888
-748
148
$715K 0.16%
10,295
+170
149
$701K 0.15%
3,934
+239
150
$677K 0.15%
32,137
-977
4 5
6
7 8