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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.1%
35,080
+49
177
$366K 0.1%
13,746
-558
178
$350K 0.09%
8,500
-2,147
179
$331K 0.09%
10,210
+3,996
180
$321K 0.08%
8,617
+6,005
181
$320K 0.08%
1,492
+1,013
182
$317K 0.08%
3,776
-634
183
$316K 0.08%
3,815
+827
184
$313K 0.08%
6,097
-12
185
$312K 0.08%
2,411
+1,528
186
$311K 0.08%
7,200
187
$311K 0.08%
2,695
+1,230
188
$309K 0.08%
12,312
-65,321
189
$304K 0.08%
4,385
+2,694
190
$300K 0.08%
8,970
-4,356
191
$300K 0.08%
6,497
+4,177
192
$299K 0.08%
2,442
+1,820
193
$291K 0.08%
6,159
194
$290K 0.08%
2,874
+177
195
$288K 0.07%
3,098
-2,325
196
$288K 0.07%
4,000
+200
197
$283K 0.07%
3,407
+41
198
$282K 0.07%
10,824
+783
199
$276K 0.07%
8,494
+1,000
200
$269K 0.07%
3,273
-95
6 7
8
9 10