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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$341K 0.08%
5,584
+205
202
$338K 0.08%
13,908
+739
203
$332K 0.08%
7,283
+6
204
$315K 0.08%
8,634
205
$314K 0.08%
5,253
+870
206
$314K 0.08%
4,092
-340
207
$313K 0.08%
23,163
+19
208
$305K 0.08%
5,871
+61
209
$290K 0.07%
4,868
+16
210
$288K 0.07%
7,032
+914
211
$287K 0.07%
7,468
-7
212
$287K 0.07%
5,312
+12
213
$286K 0.07%
1,449
+111
214
$286K 0.07%
8,610
-1,220
215
$283K 0.07%
22,072
+3,144
216
$281K 0.07%
9,368
-118
217
$279K 0.07%
5,749
+238
218
$279K 0.07%
+5,052
219
$278K 0.07%
1,722
+32
220
$270K 0.07%
3,043
-912
221
$269K 0.07%
2,521
+108
222
$266K 0.07%
+2,149
223
$265K 0.07%
3,958
+158
224
$264K 0.07%
8,435
+1,162
225
$261K 0.06%
4,017
-2,259
7 8
9
10 11