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
576
$16K ﹤0.01%
3,000
577
$16K ﹤0.01%
300
578
$16K ﹤0.01%
350
579
$15K ﹤0.01%
+321
580
$15K ﹤0.01%
1,174
-13
581
$15K ﹤0.01%
218
-26
582
$15K ﹤0.01%
726
583
$15K ﹤0.01%
195
+40
584
$15K ﹤0.01%
1,000
585
$15K ﹤0.01%
639
+145
586
$15K ﹤0.01%
703
+53
587
$15K ﹤0.01%
1,036
-1,250
588
$15K ﹤0.01%
156
589
$15K ﹤0.01%
280
+260
590
$15K ﹤0.01%
+425
591
$15K ﹤0.01%
100
-100
592
$15K ﹤0.01%
200
+30
593
$15K ﹤0.01%
385
-400
594
$15K ﹤0.01%
200
595
$15K ﹤0.01%
1,000
596
$14K ﹤0.01%
200
-280
597
$14K ﹤0.01%
1,292
+23
598
$14K ﹤0.01%
845
+295
599
$14K ﹤0.01%
1,175
-625
600
$14K ﹤0.01%
1,475
-1,375
22 23
24
25 26