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
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.91M 2.57%
116,559
+106,055
2
$8.69M 2.26%
79,302
+50,676
3
$8.44M 2.19%
85,488
+80,133
4
$7.28M 1.89%
274,240
5
$7.13M 1.85%
180,188
-858
6
$7.07M 1.84%
36,904
+8,373
7
$5.46M 1.42%
49,804
+1,061
8
$5.41M 1.4%
94,437
-21,651
9
$5.28M 1.37%
136,690
+4,842
10
$4.93M 1.28%
150,338
-51,848
11
$4.56M 1.18%
127,934
+28,765
12
$4.36M 1.13%
81,894
+11,210
13
$4.17M 1.08%
60,443
+5,953
14
$4.14M 1.08%
35,710
-678
15
$3.83M 0.99%
31,013
+3,906
16
$3.77M 0.98%
153,232
+8,131
17
$3.77M 0.98%
34,513
-10,274
18
$3.65M 0.95%
+138,869
19
$3.58M 0.93%
129,896
+20,832
20
$3.54M 0.92%
44,568
+1,775
21
$3.51M 0.91%
35,744
+3,155
22
$3.42M 0.89%
26,273
+155
23
$3.42M 0.89%
13,724
+1,359
24
$3.3M 0.86%
40,731
+1,824
25
$3.25M 0.84%
86,468
+13,269
1
2 3 4 5