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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$620K 0.15%
13,786
-452
152
$597K 0.15%
20,870
153
$596K 0.15%
12,109
+359
154
$595K 0.15%
21,160
+263
155
$591K 0.15%
8,832
+63
156
$588K 0.15%
4,784
+298
157
$583K 0.14%
7,950
-200
158
$568K 0.14%
16,055
-956
159
$535K 0.13%
24,168
+5,460
160
$528K 0.13%
11,360
+4,020
161
$528K 0.13%
10,029
+1,704
162
$524K 0.13%
13,648
+54
163
$520K 0.13%
10,740
+4,080
164
$519K 0.13%
14,022
-22,367
165
$511K 0.13%
4,783
-2,653
166
$501K 0.12%
9,415
167
$494K 0.12%
14,132
+3,408
168
$490K 0.12%
25,639
-191
169
$474K 0.12%
5,980
-3,103
170
$470K 0.12%
13,744
+3,764
171
$468K 0.12%
27,954
+114
172
$463K 0.11%
8,239
+135
173
$457K 0.11%
12,259
+19
174
$454K 0.11%
+8,396
175
$448K 0.11%
8,187
-1,318
5 6
7
8 9