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
$386M
AUM Growth
+$287K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,120
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.8M
3
+$4.35M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$3.21M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.8M

Top Sells

1
+$4.92M
2
+$3.13M
3
+$2.98M
4
PODD icon
Insulet
PODD
+$2.9M
5
BLK icon
Blackrock
BLK
+$2.84M

Sector Composition

1 Consumer Discretionary 9.01%
2 Healthcare 6.84%
3 Industrials 6.08%
4 Financials 4.81%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 0.96%
34,827
+9,492
27
$3.64M 0.94%
50,165
+3,601
28
$3.63M 0.94%
17,740
+3,133
29
$3.63M 0.94%
62,390
+3,775
30
$3.63M 0.94%
34,168
+2,629
31
$3.62M 0.94%
33,597
-45,705
32
$3.55M 0.92%
34,173
+6,564
33
$3.51M 0.91%
13,825
+101
34
$3.5M 0.91%
29,031
-1,982
35
$3.49M 0.9%
341,944
+27,280
36
$3.42M 0.89%
53,164
+5,604
37
$3.42M 0.89%
87,499
+8,741
38
$3.35M 0.87%
187,020
+13,385
39
$3.35M 0.87%
123,295
+9,365
40
$3.31M 0.86%
257,259
+69,852
41
$3.29M 0.85%
33,393
+3,183
42
$3.26M 0.85%
58,809
+6,066
43
$3.21M 0.83%
+58,163
44
$3.19M 0.83%
44,986
+4,253
45
$3.14M 0.81%
2,462
+175
46
$3.1M 0.81%
61,550
+7,790
47
$3M 0.78%
18,805
+1,575
48
$2.99M 0.78%
37,556
+1,813
49
$2.99M 0.78%
64,111
+13,664
50
$2.96M 0.77%
37,193
+5,761
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