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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$590K 0.12%
14,101
-188
177
$581K 0.11%
15,186
+1,509
178
$574K 0.11%
4,130
+16
179
$570K 0.11%
+15,985
180
$570K 0.11%
62,242
+4,832
181
$564K 0.11%
10,785
-583
182
$549K 0.11%
4,843
+526
183
$548K 0.11%
11,177
+554
184
$542K 0.11%
23,269
+670
185
$539K 0.11%
8,840
-1,020
186
$539K 0.11%
23,851
+4,304
187
$521K 0.1%
5,566
+731
188
$511K 0.1%
5,724
+564
189
$510K 0.1%
4,386
+151
190
$506K 0.1%
7,858
+115
191
$500K 0.1%
2,301
-36
192
$495K 0.1%
13,100
+3,000
193
$482K 0.09%
2,492
-68
194
$477K 0.09%
29,405
195
$472K 0.09%
5,026
+291
196
$466K 0.09%
14,999
-377
197
$461K 0.09%
22,071
-955
198
$459K 0.09%
11,130
+3,720
199
$456K 0.09%
7,003
-50
200
$447K 0.09%
9,643
-247
6 7
8
9 10