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
501
$25K 0.01%
1,372
-1,219
502
$25K 0.01%
575
+440
503
$24K 0.01%
+450
504
$24K 0.01%
207
505
$24K 0.01%
+900
506
$24K 0.01%
664
+106
507
$24K 0.01%
465
-417
508
$23K 0.01%
601
+144
509
$23K 0.01%
142
+21
510
$23K 0.01%
476
-49
511
$23K 0.01%
200
+65
512
$23K 0.01%
214
513
$23K 0.01%
+1,546
514
$22K 0.01%
350
515
$22K 0.01%
+4,125
516
$22K 0.01%
1,700
517
$22K 0.01%
8,000
+4,000
518
$22K 0.01%
2,800
-200
519
$22K 0.01%
608
+600
520
$21K 0.01%
600
+100
521
$21K 0.01%
403
+67
522
$21K 0.01%
166
+1
523
$21K 0.01%
900
524
$21K 0.01%
+1,682
525
$20K 0.01%
1,468
+40
19 20
21
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