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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$586K 0.11%
11,856
-1,650
177
$585K 0.11%
19,537
-2,428
178
$570K 0.11%
2,337
+452
179
$567K 0.11%
10,733
+1,927
180
$555K 0.11%
1,377
+136
181
$546K 0.11%
10,623
-2,898
182
– –
0
183
$542K 0.11%
4,114
+1,695
184
$533K 0.1%
9,860
+380
185
$533K 0.1%
13,677
-5,613
186
$524K 0.1%
22,599
+596
187
$522K 0.1%
+9,582
188
$517K 0.1%
10,337
+86
189
$511K 0.1%
6,938
+334
190
$497K 0.1%
11,125
+720
191
$494K 0.1%
7,743
+694
192
$494K 0.1%
23,026
-6,986
193
$489K 0.1%
4,317
-68
194
$489K 0.1%
4,235
+2
195
$478K 0.09%
2,242
+35
196
$475K 0.09%
26,529
-2,372
197
$472K 0.09%
2,560
+535
198
$471K 0.09%
15,376
+1,650
199
$471K 0.09%
5,160
-70
200
$469K 0.09%
7,053
+746
6 7
8
9 10