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
26
$3.16M 0.85%
38,834
+819
27
$3.02M 0.81%
46,166
-3,297
28
$2.98M 0.8%
26,575
-2,936
29
$2.96M 0.79%
60,252
+44,544
30
$2.94M 0.79%
58,413
+58,013
31
$2.92M 0.78%
35,012
-1,408
32
$2.88M 0.77%
34,076
-2,048
33
$2.87M 0.77%
32,424
+374
34
$2.84M 0.76%
36,058
-2,157
35
$2.79M 0.75%
96,459
+1,908
36
$2.77M 0.74%
55,685
-1,217
37
$2.72M 0.73%
+77,316
38
$2.69M 0.72%
63,622
+63,109
39
$2.69M 0.72%
38,962
+2,775
40
$2.67M 0.72%
149,279
+8,878
41
$2.65M 0.71%
110,458
+88,426
42
$2.64M 0.71%
7,391
+174
43
$2.64M 0.71%
+48,460
44
$2.64M 0.71%
53,590
+4,846
45
$2.62M 0.7%
75,502
+70,752
46
$2.58M 0.69%
39,127
-3,527
47
$2.58M 0.69%
48,912
+48,902
48
$2.57M 0.69%
64,579
+124
49
$2.55M 0.68%
92,084
+59,217
50
$2.54M 0.68%
30,098
-1,753
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