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
$329M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.59M
3
+$1.58M
4
LEA icon
Lear
LEA
+$1.56M
5
INVA icon
Innoviva
INVA
+$1.55M

Top Sells

1
+$6.8M
2
+$3.96M
3
+$3.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.86M
5
BLK icon
Blackrock
BLK
+$2.49M

Sector Composition

1 Technology 7.71%
2 Healthcare 6.41%
3 Consumer Discretionary 5.72%
4 Industrials 4.82%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 3.49%
42,085
-13,922
2
$8.13M 2.47%
29,970
-8,748
3
$7.56M 2.29%
65,953
-21,647
4
$5.64M 1.71%
131,505
-52,751
5
$5.51M 1.67%
55,843
-22,341
6
$5.45M 1.65%
117,776
-22,748
7
$5.17M 1.57%
137,165
-75,932
8
$5.13M 1.56%
118,337
-44,055
9
$5.01M 1.52%
54,055
-22,529
10
$4.79M 1.46%
57,436
-81,496
11
$4.22M 1.28%
82,734
-31,365
12
$4.1M 1.24%
168,917
-74,744
13
$4.06M 1.23%
27,077
-10,658
14
$3.91M 1.19%
29,389
-10,917
15
$3.86M 1.17%
49,520
-26,704
16
$3.85M 1.17%
37,926
-18,252
17
$3.85M 1.17%
234,471
-81,534
18
$3.85M 1.17%
24,545
-10,550
19
$3.66M 1.11%
26,600
-3,334
20
$3.47M 1.05%
44,464
-17,247
21
$3.46M 1.05%
28,513
-15,066
22
$3.44M 1.04%
43,980
-19,180
23
$3.42M 1.04%
49,506
-31,637
24
$3.29M 1%
52,548
-13,316
25
$3.18M 0.97%
51,940
-11,466
1
2 3 4 5