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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$438K 0.13%
7,760
-3,220
177
$436K 0.13%
5,743
-4,202
178
$433K 0.13%
3,840
-4,951
179
$419K 0.13%
3,805
-1,664
180
$419K 0.13%
9,400
-3,308
181
$408K 0.12%
1,796
-360
182
$408K 0.12%
27,988
-2,453
183
$403K 0.12%
2,088
-235
184
$391K 0.12%
6,726
-1,598
185
$384K 0.12%
9,496
-7,448
186
$379K 0.12%
4,638
-900
187
$378K 0.11%
5,440
-2,062
188
$369K 0.11%
1,890
-2,044
189
$367K 0.11%
15,398
-1,261
190
$363K 0.11%
6,642
-3,264
191
$362K 0.11%
4,340
-190
192
$356K 0.11%
4,413
-1,012
193
$354K 0.11%
23,836
+5,549
194
$348K 0.11%
6,439
+11
195
$346K 0.11%
20,483
-998
196
$343K 0.1%
23,261
-81
197
$333K 0.1%
14,350
-1,500
198
$329K 0.1%
12,550
-5,374
199
– –
0
200
$328K 0.1%
11,520
-3,623
6 7
8
9 10