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
526
– –
-477
527
– –
-8
528
– –
-596
529
– –
-30
530
– –
-168
531
– –
-155
532
– –
-900
533
– –
-300
534
– –
-10
535
– –
-3,809
536
– –
-8
537
– –
-1,126
538
– –
-325
539
– –
-150
540
– –
-363
541
– –
-5,348
542
– –
-51
543
– –
-1,218
544
– –
-210
545
– –
-2,117
546
– –
-101
547
– –
-2,460
548
– –
-1,330
549
– –
-645
550
– –
-637
20 21
22
23 24