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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.04M
3
+$2.01M
4
IDCC icon
InterDigital
IDCC
+$1.95M
5
HUM icon
Humana
HUM
+$1.91M

Top Sells

1
+$2.25M
2
+$2.17M
3
+$2.11M
4
MON
Monsanto Co
MON
+$2.06M
5
AMGN icon
Amgen
AMGN
+$1.92M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 3.28%
56,007
+1,172
2
$10.7M 2.36%
138,932
+8,086
3
$10.3M 2.27%
87,600
+5,307
4
$10.2M 2.25%
38,718
+2,772
5
$8.15M 1.8%
184,256
+11,510
6
$8M 1.77%
213,097
+17,150
7
$7.84M 1.73%
162,392
+10,423
8
$7.25M 1.6%
76,584
-4,411
9
$7.14M 1.58%
78,184
-1,712
10
$6.56M 1.45%
243,661
+10,211
11
$5.94M 1.31%
76,224
+516
12
$5.89M 1.3%
140,524
+676
13
$5.81M 1.28%
114,099
+44,414
14
$5.79M 1.28%
154,220
+4,560
15
$5.68M 1.25%
56,178
+799
16
$5.58M 1.23%
43,579
+2,795
17
$5.54M 1.22%
81,143
-12
18
$5.49M 1.21%
35,095
-42
19
$5.35M 1.18%
37,735
-429
20
$5.18M 1.15%
40,306
-1,330
21
$5.17M 1.14%
316,005
+3,168
22
$5.04M 1.11%
48,821
+7,556
23
$4.95M 1.09%
63,160
+90
24
$4.89M 1.08%
61,711
+1,479
25
$4.46M 0.99%
32,796
+6,837
1
2 3 4 5