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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$752K 0.15%
50,281
+8,737
152
$751K 0.15%
9,671
+314
153
$747K 0.15%
23,490
+1
154
$747K 0.15%
12,097
-181
155
$738K 0.14%
16,556
+2,408
156
$723K 0.14%
9,767
+475
157
$707K 0.14%
5,484
+349
158
$688K 0.13%
13,468
+248
159
$680K 0.13%
16,468
+5,343
160
$676K 0.13%
44,981
-2,040
161
$669K 0.13%
17,215
-70,635
162
$661K 0.13%
35,219
+24
163
$659K 0.13%
2,842
-58
164
$657K 0.13%
8,184
+85
165
$650K 0.13%
9,974
+484
166
$635K 0.12%
11,912
+1,575
167
$634K 0.12%
11,894
+38
168
$632K 0.12%
18,192
+8,685
169
$614K 0.12%
34,495
+7,966
170
$612K 0.12%
13,861
-1,536
171
$609K 0.12%
20,520
+398
172
$608K 0.12%
11,948
-582
173
$604K 0.12%
10,302
-45
174
$595K 0.12%
4,993
-271
175
$591K 0.12%
5,371
-467
5 6
7
8 9