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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$463K 0.09%
29,405
+4,047
202
$446K 0.09%
7,899
+652
203
$442K 0.09%
19,547
+834
204
$438K 0.09%
4,724
-14,277
205
$437K 0.09%
1,651
+2
206
$436K 0.09%
7,476
+345
207
$435K 0.08%
7,102
-33
208
$428K 0.08%
9,890
+565
209
$422K 0.08%
4,835
+168
210
$421K 0.08%
5,799
+214
211
$417K 0.08%
4,033
+1,690
212
$413K 0.08%
18,961
+4,584
213
$411K 0.08%
9,600
214
$407K 0.08%
16,175
+1,350
215
$405K 0.08%
10,365
+1,875
216
$398K 0.08%
4,735
217
$395K 0.08%
3,450
+171
218
$394K 0.08%
7,229
-977
219
$392K 0.08%
4,932
+27
220
$387K 0.08%
18,549
+1,891
221
$385K 0.08%
4,583
+205
222
$384K 0.07%
14,883
+33
223
$374K 0.07%
2,276
224
$373K 0.07%
12,994
225
$372K 0.07%
8,333
+358
7 8
9
10 11