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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
0
177
$492K 0.11%
10,292
+2,878
178
$491K 0.11%
7,502
+1,448
179
$490K 0.11%
8,382
+2
180
$464K 0.1%
24,250
+10,800
181
$457K 0.1%
+5,073
182
$455K 0.1%
17,924
-91
183
$455K 0.1%
20,051
+3,757
184
$453K 0.1%
10,660
+2,083
185
$452K 0.1%
16,026
-3,900
186
$449K 0.1%
11,950
-11,189
187
$447K 0.1%
15,143
+5,547
188
$444K 0.1%
30,441
-996
189
$439K 0.1%
10,710
190
$438K 0.1%
9,717
-3,887
191
$435K 0.1%
8,363
+552
192
$429K 0.09%
9,612
-132
193
$418K 0.09%
5,538
+838
194
$418K 0.09%
2,616
-3,137
195
$415K 0.09%
10,524
+53
196
$409K 0.09%
6,058
+751
197
$409K 0.09%
5,425
-46
198
$406K 0.09%
3,876
-154
199
$405K 0.09%
6,763
+1,256
200
$395K 0.09%
8,634
6 7
8
9 10