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
$369M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.87M
3
+$3.84M
4
VTR icon
Ventas
VTR
+$3.49M
5
WDC icon
Western Digital
WDC
+$3.18M

Top Sells

1
+$4.61M
2
+$4.35M
3
+$3.98M
4
ALK icon
Alaska Air
ALK
+$3.85M
5
KFRC icon
Kforce
KFRC
+$3.73M

Sector Composition

1 Consumer Discretionary 8.24%
2 Healthcare 6.68%
3 Communication Services 4.27%
4 Industrials 4.16%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$296K 0.08%
4,641
-3
202
$295K 0.08%
1,811
203
$293K 0.08%
7,006
-8,216
204
$289K 0.08%
+3,770
205
$284K 0.08%
2,301
-90
206
$282K 0.08%
2,849
-283
207
$282K 0.08%
+10,421
208
$281K 0.08%
5,567
-266
209
$273K 0.07%
5,640
-719
210
$271K 0.07%
+20,386
211
$271K 0.07%
+2,904
212
$271K 0.07%
6,107
-5,400
213
$268K 0.07%
6,883
+1
214
$256K 0.07%
3,626
-5,636
215
$253K 0.07%
4,997
+290
216
$253K 0.07%
5,641
-72
217
$252K 0.07%
15,875
+710
218
$251K 0.07%
9,840
-464
219
$247K 0.07%
11,809
-901
220
$245K 0.07%
+7,654
221
$238K 0.06%
+12,215
222
$237K 0.06%
22,910
+1,096
223
$237K 0.06%
7,672
-7,049
224
$237K 0.06%
3,745
225
$237K 0.06%
5,366
-373
7 8
9
10 11