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
301
$103K 0.03%
+11,110
302
$103K 0.03%
752
+104
303
$102K 0.03%
753
+162
304
$102K 0.03%
3,682
-2,120
305
$102K 0.03%
610
+162
306
$101K 0.03%
+4,596
307
$101K 0.03%
1,800
308
$101K 0.03%
1,428
+334
309
$100K 0.03%
907
310
$100K 0.03%
1,162
+333
311
$99K 0.03%
1,030
-1,497
312
$98K 0.03%
386
+116
313
$98K 0.03%
1,105
+313
314
$97K 0.03%
9,003
+3,093
315
$96K 0.03%
1,185
+287
316
$96K 0.03%
1,386
+279
317
$95K 0.03%
1,717
+522
318
$95K 0.03%
1,938
+273
319
$93K 0.02%
3,000
-1,040
320
$93K 0.02%
2,062
+140
321
$93K 0.02%
4,933
-1,884
322
$92K 0.02%
1,902
-199
323
$92K 0.02%
3,532
+844
324
$92K 0.02%
1,800
325
$90K 0.02%
1,973
+144
11 12
13
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