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
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.94M
3
+$1.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.32M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 3.61%
62,802
-123
2
$12.6M 2.45%
100,928
+1,457
3
$10.6M 2.07%
36,249
+1,681
4
$9.54M 1.86%
258,915
+32,383
5
$9.47M 1.85%
86,392
+434
6
$9.35M 1.82%
224,076
+9,177
7
$8.76M 1.71%
62,896
+1,808
8
$8.58M 1.67%
64,062
-4,882
9
$8.43M 1.64%
126,344
+3,456
10
$8.31M 1.62%
328,242
+6,364
11
$7.88M 1.53%
89,819
+3,344
12
$7.59M 1.48%
65,937
+905
13
$7.31M 1.42%
100,530
+5,410
14
$7.05M 1.37%
164,363
+6,934
15
$6.93M 1.35%
140,164
+436
16
$6.58M 1.28%
40,298
+111
17
$6.48M 1.26%
366,321
+7,962
18
$6.34M 1.24%
72,068
+2,385
19
$5.76M 1.12%
51,974
+3,845
20
$5.75M 1.12%
73,395
+310
21
$5.5M 1.07%
62,940
+8,396
22
$5.39M 1.05%
66,972
+255
23
$5.35M 1.04%
34,002
+2,067
24
$5.18M 1.01%
121,758
-464
25
$5.03M 0.98%
122,439
+15,840
1
2 3 4 5