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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$383K 0.08%
16,659
+322
202
$376K 0.08%
7,438
+3
203
$376K 0.08%
3,784
-100
204
$373K 0.08%
+383
205
$369K 0.08%
4,530
-585
206
$364K 0.08%
6,942
+87
207
$364K 0.08%
6,428
+469
208
$352K 0.08%
23,342
+139
209
$351K 0.08%
7,147
-6,786
210
$347K 0.08%
15,850
+2,500
211
$346K 0.08%
15,132
-243
212
$344K 0.08%
3,260
-1,525
213
$341K 0.08%
12,228
-4,282
214
$340K 0.08%
+8,319
215
$339K 0.07%
11,565
-1,197
216
$331K 0.07%
1,944
-11,299
217
$330K 0.07%
+9,237
218
$327K 0.07%
2,102
+265
219
– –
0
220
$320K 0.07%
2,669
+687
221
$311K 0.07%
5,914
+5
222
$311K 0.07%
5,651
+1,492
223
$310K 0.07%
8,990
+1,080
224
$310K 0.07%
20,554
+647
225
$309K 0.07%
21,481
-9,497
7 8
9
10 11