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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$264K 0.07%
4,612
202
$264K 0.07%
+9,598
203
$260K 0.07%
6,470
-1,838
204
$260K 0.07%
5,227
+150
205
$259K 0.07%
1,799
206
$259K 0.07%
4,251
+1,015
207
$258K 0.07%
3,784
+825
208
$255K 0.07%
5,767
+58
209
$246K 0.06%
4,389
+553
210
$245K 0.06%
3,944
+860
211
$245K 0.06%
19,625
+460
212
$240K 0.06%
6,464
+5,023
213
$240K 0.06%
8,514
+2,276
214
$237K 0.06%
4,942
+3,586
215
$230K 0.06%
4,039
216
$230K 0.06%
7,640
-388
217
$230K 0.06%
5,280
+2,100
218
$225K 0.06%
3,034
-525
219
$221K 0.06%
4,682
+1,946
220
$216K 0.06%
22,378
+391
221
$216K 0.06%
3,537
-133
222
$210K 0.05%
3,502
223
$208K 0.05%
3,710
+760
224
$207K 0.05%
3,386
+2,661
225
$202K 0.05%
8,075
-252
7 8
9
10 11