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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$743K 0.14%
180,920
-560
152
$740K 0.14%
14,148
-371
153
$720K 0.14%
9,292
-135
154
$701K 0.14%
+23,708
155
$690K 0.13%
12,530
-398
156
$689K 0.13%
12,018
-2,336
157
$688K 0.13%
47,021
+3,055
158
$679K 0.13%
12,278
+821
159
$670K 0.13%
5,135
+130
160
$665K 0.13%
15,397
-2,488
161
$654K 0.13%
13,220
+144
162
$648K 0.13%
8,099
-943
163
$648K 0.13%
35,195
+715
164
$633K 0.12%
2,351
-60
165
$624K 0.12%
9,490
+1,508
166
$622K 0.12%
41,544
+1,214
167
$614K 0.12%
5,264
-54
168
$613K 0.12%
11,368
-803
169
$610K 0.12%
10,347
+375
170
$606K 0.12%
14,289
-2,068
171
$603K 0.12%
2,900
-370
172
$590K 0.12%
+33,280
173
$589K 0.11%
5,838
+294
174
$588K 0.11%
20,122
-37,500
175
$587K 0.11%
57,410
+532
5 6
7
8 9