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
$404M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.33M
3
+$2.88M
4
BLK icon
Blackrock
BLK
+$2.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.39M

Top Sells

1
+$3.93M
2
+$3.03M
3
+$2.97M
4
COF icon
Capital One
COF
+$2.97M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.83M

Sector Composition

1 Healthcare 5.09%
2 Financials 5.09%
3 Consumer Staples 4.85%
4 Consumer Discretionary 4.78%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 3.76%
62,368
+3,317
2
$9.09M 2.25%
129,633
+47,537
3
$8.99M 2.23%
74,598
+8,794
4
$8.69M 2.15%
35,933
-2,308
5
$7.72M 1.91%
197,056
+5,117
6
$7.09M 1.76%
171,659
+3,751
7
$5.72M 1.42%
78,860
+106
8
$5.67M 1.4%
109,377
+74,779
9
$5.53M 1.37%
135,329
+26,667
10
$5.47M 1.36%
152,076
+3,624
11
$5.35M 1.32%
129,213
-100
12
$5.24M 1.3%
183,988
+6,126
13
$5.04M 1.25%
39,713
+247
14
$4.97M 1.23%
142,770
+33,050
15
$4.96M 1.23%
330,024
+13,734
16
$4.94M 1.22%
61,104
+200
17
$4.92M 1.22%
32,107
-3,036
18
$4.67M 1.16%
36,710
-802
19
$4.65M 1.15%
35,955
+15,690
20
$4.54M 1.13%
61,009
-1,595
21
$4.49M 1.11%
65,178
-2,451
22
$4.45M 1.1%
55,745
+910
23
$4.32M 1.07%
86,093
+197
24
$4.14M 1.03%
44,713
+2,211
25
$4.1M 1.02%
38,601
-4,120
1
2 3 4 5