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
251
$187K 0.05%
3,862
+2,857
252
$186K 0.05%
26,716
+2,614
253
$171K 0.04%
4,773
-1,691
254
$171K 0.04%
21,514
+10,369
255
$164K 0.04%
11,150
+5
256
$147K 0.04%
21,814
-564
257
$128K 0.03%
54,815
+1,790
258
$117K 0.03%
3,131
-178
259
$110K 0.03%
2,798
-68
260
$108K 0.03%
11,110
261
$99K 0.03%
2,442
-850
262
$72K 0.02%
10,000
263
$56K 0.01%
5,848
+4,460
264
$13K ﹤0.01%
19,951
265
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266
– –
-50
267
– –
-453
268
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-127
269
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-318
270
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-21
271
– –
-1,165
272
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-9
273
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-41
274
– –
-900
275
– –
-250
9 10
11
12 13