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
$386M
AUM Growth
+$287K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.8M
3
+$4.35M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$3.21M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.8M

Top Sells

1
+$4.92M
2
+$3.13M
3
+$2.98M
4
PODD icon
Insulet
PODD
+$2.9M
5
BLK icon
Blackrock
BLK
+$2.84M

Sector Composition

1 Consumer Discretionary 9.01%
2 Healthcare 6.84%
3 Industrials 6.08%
4 Financials 4.81%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.06%
7,086
+1,127
227
$232K 0.06%
12,710
+11,830
228
$231K 0.06%
4,707
+715
229
$231K 0.06%
3,524
+102
230
$229K 0.06%
9,897
+7,422
231
$228K 0.06%
9,598
232
$227K 0.06%
19,696
+71
233
$219K 0.06%
3,508
+1,008
234
$218K 0.06%
2,816
-3
235
$218K 0.06%
3,508
+324
236
$217K 0.06%
4,281
+2,377
237
$215K 0.06%
3,745
+35
238
$212K 0.06%
32,112
+12,768
239
$211K 0.05%
7,272
+496
240
$208K 0.05%
11,179
+11
241
$207K 0.05%
1,279
+354
242
$206K 0.05%
1,889
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243
$206K 0.05%
1,958
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244
$206K 0.05%
14,616
+5,994
245
$203K 0.05%
1,941
+137
246
$203K 0.05%
10,934
-100
247
$201K 0.05%
1,103
+19
248
$200K 0.05%
5,739
+5,209
249
$199K 0.05%
11,307
+280
250
$196K 0.05%
15,910
+523
8 9
10
11 12