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
$369M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.87M
3
+$3.84M
4
VTR icon
Ventas
VTR
+$3.49M
5
WDC icon
Western Digital
WDC
+$3.18M

Top Sells

1
+$4.61M
2
+$4.35M
3
+$3.98M
4
ALK icon
Alaska Air
ALK
+$3.85M
5
KFRC icon
Kforce
KFRC
+$3.73M

Sector Composition

1 Consumer Discretionary 8.24%
2 Healthcare 6.68%
3 Communication Services 4.27%
4 Industrials 4.16%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$365K 0.1%
12,652
+24
177
$363K 0.1%
+2,736
178
$358K 0.1%
13,955
+4,357
179
$356K 0.1%
12,808
-2,775
180
$354K 0.1%
4,300
-8,288
181
$353K 0.1%
22,024
+510
182
$345K 0.09%
2,587
-142
183
$345K 0.09%
8,198
+1,813
184
$341K 0.09%
4,262
-650
185
$338K 0.09%
9,724
+2,638
186
$338K 0.09%
5,455
+1,177
187
$336K 0.09%
20,697
+1,001
188
$334K 0.09%
2,122
-70
189
$334K 0.09%
6,302
-116
190
$325K 0.09%
7,520
+156
191
$319K 0.09%
+6,212
192
$319K 0.09%
2,202
-514
193
– –
-4,085
194
$308K 0.08%
+6,501
195
$308K 0.08%
21,363
+6,747
196
$305K 0.08%
3,104
-345
197
$305K 0.08%
46,536
+14,424
198
$303K 0.08%
5,112
-3,824
199
$301K 0.08%
3,901
+115
200
$297K 0.08%
5,811
-582
6 7
8
9 10