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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$564K 0.17%
12,983
-1,627
152
$556K 0.17%
11,797
-1,790
153
$552K 0.17%
1,646
-1,311
154
$550K 0.17%
8,736
-1,405
155
$531K 0.16%
5,559
-722
156
$527K 0.16%
4,373
+497
157
$524K 0.16%
6,315
-2,418
158
$520K 0.16%
18,408
+6,180
159
$519K 0.16%
5,488
-478
160
$516K 0.16%
6,341
-6,050
161
$514K 0.16%
6,247
-5,102
162
$513K 0.16%
6,735
-3,560
163
$510K 0.15%
12,322
+4,003
164
$497K 0.15%
8,383
+1
165
$497K 0.15%
11,437
+777
166
$485K 0.15%
4,600
-3,649
167
$471K 0.14%
13,189
-3,123
168
$459K 0.14%
+18,414
169
$458K 0.14%
16,026
170
$457K 0.14%
19,824
-227
171
$455K 0.14%
5,260
+187
172
$446K 0.14%
10,372
-4,948
173
$443K 0.13%
10,445
-265
174
$442K 0.13%
23,942
-3,008
175
$439K 0.13%
2,259
-357
5 6
7
8 9