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
326
$90K 0.02%
1,157
-339
327
$89K 0.02%
3,000
-1,700
328
$88K 0.02%
3,244
329
$88K 0.02%
1,412
-273
330
$88K 0.02%
877
+484
331
$84K 0.02%
2,241
+1,121
332
$84K 0.02%
1,750
333
$82K 0.02%
5,186
334
$82K 0.02%
1,162
+62
335
$82K 0.02%
3,264
336
$82K 0.02%
576
-14
337
$82K 0.02%
3,014
-2,796
338
$81K 0.02%
1,958
+1,087
339
$80K 0.02%
1,306
-396
340
$80K 0.02%
1,727
-40
341
$80K 0.02%
9,773
+3,792
342
$79K 0.02%
6,711
+609
343
$78K 0.02%
1,440
344
$77K 0.02%
3,580
+880
345
$77K 0.02%
5,651
+1,995
346
$77K 0.02%
2,205
+215
347
$76K 0.02%
4,122
+1,546
348
$75K 0.02%
2,150
349
$75K 0.02%
739
350
$74K 0.02%
2,738
-12,426
12 13
14
15 16