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
$373M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.33M
3
+$3.89M
4
WFM
Whole Foods Market Inc
WFM
+$2.92M
5
URBN icon
Urban Outfitters
URBN
+$2.72M

Top Sells

1
+$3.19M
2
+$2.92M
3
+$2.83M
4
EBAY icon
eBay
EBAY
+$2.52M
5
SYY icon
Sysco
SYY
+$2.33M

Sector Composition

1 Consumer Discretionary 8.61%
2 Financials 5.71%
3 Healthcare 5.48%
4 Consumer Staples 4.32%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$126K 0.03%
2,600
+2,500
277
$124K 0.03%
3,255
278
$122K 0.03%
1,194
+281
279
$122K 0.03%
1,881
-277
280
$120K 0.03%
2,038
+401
281
$120K 0.03%
2,457
+1,157
282
$119K 0.03%
5,400
+2,000
283
$119K 0.03%
4,130
+2,548
284
$119K 0.03%
954
-2,214
285
$117K 0.03%
1,133
+266
286
$114K 0.03%
3,260
287
$113K 0.03%
5,205
288
$113K 0.03%
2,543
+1,064
289
$112K 0.03%
2,388
+140
290
$112K 0.03%
1,736
291
$111K 0.03%
2,400
292
$108K 0.03%
3,844
+913
293
$108K 0.03%
1,868
+917
294
$106K 0.03%
916
+254
295
$106K 0.03%
947
-352
296
$106K 0.03%
3,112
-1,378
297
$105K 0.03%
982
+216
298
$104K 0.03%
2,035
299
$104K 0.03%
1,188
+264
300
$104K 0.03%
2,303
+628
10 11
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