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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$501K 0.13%
18,111
+7,093
152
$487K 0.13%
5,375
+1,748
153
$481K 0.12%
4,420
-744
154
$473K 0.12%
7,460
+3,132
155
$460K 0.12%
+10,545
156
$460K 0.12%
20,509
-441
157
$451K 0.12%
25,670
158
$444K 0.12%
7,099
-898
159
$436K 0.11%
6,802
+3,357
160
$428K 0.11%
8,798
+876
161
$427K 0.11%
27,440
+3,310
162
$425K 0.11%
5,164
+2,618
163
$425K 0.11%
8,898
-1,461
164
$424K 0.11%
15,751
-1,995
165
$413K 0.11%
23,113
+12,515
166
$408K 0.11%
7,597
-2,767
167
$399K 0.1%
5,376
+2,496
168
$399K 0.1%
8,309
+2,184
169
$393K 0.1%
4,900
-1,346
170
$392K 0.1%
6,637
+3,899
171
$390K 0.1%
6,979
+3,081
172
$387K 0.1%
15,251
+566
173
$378K 0.1%
9,062
-301
174
$378K 0.1%
15,038
+12,065
175
$376K 0.1%
8,411
-704
5 6
7
8 9