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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$320K 0.1%
1,715
-13,269
202
$320K 0.1%
5,740
-43,260
203
$319K 0.1%
1,728
-216
204
$319K 0.1%
4,770
-1,288
205
$319K 0.1%
4,436
-5,452
206
$319K 0.1%
+13,990
207
$316K 0.1%
17,384
+5,143
208
$314K 0.1%
6,111
-4,934
209
$309K 0.09%
+17,501
210
$309K 0.09%
6,683
-2,929
211
$303K 0.09%
7,055
-154
212
– –
0
213
$300K 0.09%
14,650
-9,600
214
$296K 0.09%
13,184
-272
215
$294K 0.09%
+6,565
216
$282K 0.09%
7,910
-1,080
217
$279K 0.08%
2,332
-242
218
$276K 0.08%
5,402
-2,036
219
$275K 0.08%
6,982
-1,369
220
$274K 0.08%
10,579
-986
221
$272K 0.08%
4,826
-825
222
$265K 0.08%
6,173
-4,119
223
$264K 0.08%
6,925
-169
224
$262K 0.08%
1,413
-2,038
225
$260K 0.08%
4,624
-436
7 8
9
10 11