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
$512M
AUM Growth
-$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.11M
3
+$2.11M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.91M
5
GILD icon
Gilead Sciences
GILD
+$1.89M

Top Sells

1
+$2.74M
2
+$2.53M
3
+$2.04M
4
MCK icon
McKesson
MCK
+$1.76M
5
BK icon
Bank of New York Mellon
BK
+$1.63M

Sector Composition

1 Healthcare 8.11%
2 Technology 7.07%
3 Consumer Staples 6.96%
4 Industrials 4.81%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 3.65%
62,725
-77
2
$14.2M 2.77%
111,397
+10,469
3
$10.9M 2.13%
36,849
+600
4
$9.95M 1.94%
79,993
-6,399
5
$9.35M 1.82%
227,610
+3,534
6
$9.33M 1.82%
248,550
-10,365
7
$8.61M 1.68%
301,203
-27,039
8
$8.31M 1.62%
59,800
-4,262
9
$8.12M 1.58%
121,442
-4,902
10
$8.06M 1.57%
85,366
-4,453
11
$7.77M 1.52%
60,046
-2,850
12
$7.55M 1.47%
63,177
-2,760
13
$7.54M 1.47%
99,578
-952
14
$7.31M 1.43%
130,632
-9,532
15
$6.65M 1.3%
39,966
-332
16
$6.64M 1.3%
363,666
-2,655
17
$6.51M 1.27%
159,368
-4,995
18
$6.01M 1.17%
64,200
-7,868
19
$5.88M 1.15%
75,532
+2,137
20
$5.73M 1.12%
61,448
-1,492
21
$5.64M 1.1%
50,521
-1,453
22
$5.06M 0.99%
125,576
+3,818
23
$4.84M 0.94%
30,323
-3,679
24
$4.73M 0.92%
58,541
-8,431
25
$4.54M 0.89%
34,839
-980
1
2 3 4 5