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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$799K 0.24%
23,632
-4,578
127
$774K 0.24%
29,095
-469
128
$766K 0.23%
7,352
-3,867
129
– –
0
130
$751K 0.23%
8,774
-1,263
131
$734K 0.22%
19,686
+10,449
132
$731K 0.22%
12,196
-895
133
$711K 0.22%
20,070
-6,768
134
$708K 0.22%
22,593
-2,045
135
$702K 0.21%
14,377
-12,507
136
$688K 0.21%
16,928
-7,948
137
$682K 0.21%
8,020
-6,260
138
$680K 0.21%
17,396
-4,118
139
$650K 0.2%
+13,653
140
$631K 0.19%
20,778
-11,096
141
$627K 0.19%
8,451
-463
142
$622K 0.19%
9,110
-9,158
143
$620K 0.19%
13,900
-5,514
144
$617K 0.19%
+33,407
145
$610K 0.19%
21,167
-4,954
146
$606K 0.18%
54,708
-2,747
147
$604K 0.18%
9,662
-5,170
148
$601K 0.18%
27,804
-4,333
149
$593K 0.18%
4,368
-250
150
$578K 0.18%
5,417
-2,976
4 5
6
7 8