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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$670K 0.15%
9,945
+1,867
152
$667K 0.15%
16,944
+1,304
153
$657K 0.15%
15,320
+388
154
$647K 0.14%
13,587
-90
155
$637K 0.14%
57,455
+1,681
156
$635K 0.14%
14,610
+1,078
157
$633K 0.14%
3,451
+765
158
$630K 0.14%
10,141
-1,911
159
$619K 0.14%
8,914
+32
160
$598K 0.13%
5,469
+161
161
$598K 0.13%
4,618
+54
162
$570K 0.13%
11,045
+482
163
$569K 0.13%
10,980
+480
164
$551K 0.12%
6,281
-24,790
165
$542K 0.12%
9,906
+3,072
166
$534K 0.12%
12,708
-140
167
– –
0
168
$519K 0.11%
5,966
+36
169
$518K 0.11%
2,156
-120
170
$518K 0.11%
+17,297
171
$515K 0.11%
16,880
+1,648
172
$509K 0.11%
16,312
-4,366
173
$507K 0.11%
8,324
-23
174
$501K 0.11%
2,323
+108
175
$500K 0.11%
26,950
+495
5 6
7
8 9