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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$445K 0.09%
7,846
-53
202
$441K 0.09%
1,623
-28
203
$425K 0.08%
6,979
-123
204
$421K 0.08%
4,668
-56
205
$416K 0.08%
20,180
+1,631
206
$414K 0.08%
16,175
207
$413K 0.08%
5,600
+2,014
208
$407K 0.08%
19,092
+131
209
$404K 0.08%
9,600
210
$403K 0.08%
4,811
+228
211
$400K 0.08%
23,800
212
$399K 0.08%
21,117
+4,308
213
$392K 0.08%
10,365
214
$390K 0.08%
5,290
-1,648
215
$390K 0.08%
9,462
+1,092
216
$385K 0.08%
3,215
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217
$384K 0.07%
12,967
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218
$380K 0.07%
6,817
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219
$372K 0.07%
6,157
-229
220
$370K 0.07%
6,349
-1,127
221
$368K 0.07%
15,048
+2,011
222
$367K 0.07%
8,611
+1,148
223
$360K 0.07%
4,796
+998
224
$351K 0.07%
4,321
-611
225
$349K 0.07%
3,849
+61
7 8
9
10 11