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
451
$34K 0.01%
5,000
452
$34K 0.01%
304
+20
453
$34K 0.01%
818
-250
454
$33K 0.01%
556
+24
455
$33K 0.01%
645
+2
456
$33K 0.01%
+500
457
$33K 0.01%
220
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458
$33K 0.01%
2,564
+574
459
$32K 0.01%
1,710
460
$32K 0.01%
714
-1,850
461
$32K 0.01%
2,000
462
$32K 0.01%
324
-397
463
$32K 0.01%
820
-1,634
464
$31K 0.01%
2,220
465
$31K 0.01%
600
466
$31K 0.01%
+204
467
$31K 0.01%
5,120
468
$31K 0.01%
+650
469
$31K 0.01%
432
+217
470
$31K 0.01%
760
471
$30K 0.01%
200
472
$30K 0.01%
969
+69
473
$30K 0.01%
747
+230
474
$30K 0.01%
3,877
+964
475
$29K 0.01%
500
17 18
19
20 21