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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.23%
8,293
+4
127
$1.13M 0.22%
23,013
+765
128
$1.08M 0.21%
11,894
+611
129
$1.05M 0.2%
2,754
+51
130
$1.04M 0.2%
48,229
+1,932
131
$1.03M 0.2%
21,580
-1,769
132
$1.03M 0.2%
25,585
+1,007
133
$1M 0.2%
23,842
+3,317
134
$977K 0.19%
32,769
+19
135
$970K 0.19%
+25,921
136
$958K 0.19%
19,559
+328
137
$933K 0.18%
33,161
-3,339
138
$917K 0.18%
15,588
+3,570
139
$897K 0.18%
32,775
+3,203
140
$896K 0.17%
205,800
+24,880
141
$892K 0.17%
18,464
142
$886K 0.17%
32,683
+136
143
$880K 0.17%
15,000
-1,242
144
$871K 0.17%
16,351
+5,618
145
$868K 0.17%
6,045
-1,459
146
$852K 0.17%
24,714
-1,817
147
$818K 0.16%
8,023
+136
148
$794K 0.15%
16,073
-352
149
$793K 0.15%
+28,014
150
$778K 0.15%
20,482
-5,381
4 5
6
7 8