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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$446K 0.11%
5,961
-1,348
177
$440K 0.11%
17,925
-14,330
178
$435K 0.11%
5,574
-54
179
$434K 0.11%
8,295
-288
180
$429K 0.11%
2,794
+230
181
$429K 0.11%
15,088
+580
182
$427K 0.11%
21,710
+541
183
$419K 0.1%
3,563
+23
184
$413K 0.1%
24,759
+313
185
$411K 0.1%
10,211
-1,248
186
– –
0
187
$403K 0.1%
26,673
+1,986
188
$390K 0.1%
1,796
189
$372K 0.09%
4,669
+151
190
$368K 0.09%
6,764
+332
191
$368K 0.09%
7,677
-313
192
$360K 0.09%
5,146
-82
193
$358K 0.09%
3,535
+1,533
194
– –
0
195
$356K 0.09%
11,382
+966
196
$356K 0.09%
18,568
-1,419
197
$352K 0.09%
6,677
-1,144
198
$352K 0.09%
14,239
+628
199
$349K 0.09%
7,483
-36
200
$349K 0.09%
10,657
-137
6 7
8
9 10