RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
601
$14K ﹤0.01%
170
+10
602
$14K ﹤0.01%
1,230
+450
603
$13K ﹤0.01%
+200
604
$13K ﹤0.01%
650
605
$13K ﹤0.01%
630
-138
606
$13K ﹤0.01%
378
607
$13K ﹤0.01%
300
608
$13K ﹤0.01%
300
609
$13K ﹤0.01%
+812
610
$13K ﹤0.01%
809
611
$13K ﹤0.01%
909
612
$13K ﹤0.01%
265
+50
613
$13K ﹤0.01%
295
614
$13K ﹤0.01%
592
+11
615
$13K ﹤0.01%
335
616
$12K ﹤0.01%
131
617
$12K ﹤0.01%
333
618
$12K ﹤0.01%
1,500
619
$12K ﹤0.01%
400
+140
620
$12K ﹤0.01%
300
621
$12K ﹤0.01%
109
622
$12K ﹤0.01%
700
623
$11K ﹤0.01%
200
624
$11K ﹤0.01%
250
625
$11K ﹤0.01%
200
23 24
25
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