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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.22%
7,395
+383
127
$1.14M 0.22%
8,289
-847
128
$1.1M 0.21%
22,248
+713
129
$1.08M 0.21%
36,500
+1,855
130
$1.01M 0.2%
11,283
+8,484
131
$1M 0.2%
46,297
+7,104
132
$998K 0.19%
+7,504
133
$989K 0.19%
32,750
+2,516
134
$984K 0.19%
2,703
+320
135
$984K 0.19%
25,863
-622
136
$959K 0.19%
24,578
+3,430
137
$941K 0.18%
19,231
+536
138
$909K 0.18%
+35,240
139
$907K 0.18%
26,531
-1,890
140
$899K 0.18%
16,425
+256
141
$866K 0.17%
20,525
+4,848
142
$845K 0.16%
32,547
-2,818
143
$843K 0.16%
18,464
144
– –
0
145
$836K 0.16%
16,242
+1,926
146
$825K 0.16%
29,572
+726
147
– –
0
148
$785K 0.15%
7,887
-940
149
$748K 0.15%
9,357
+423
150
$743K 0.14%
23,489
4 5
6
7 8