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
651
$9K ﹤0.01%
494
652
$9K ﹤0.01%
1,000
653
$9K ﹤0.01%
100
-100
654
$9K ﹤0.01%
70
655
$9K ﹤0.01%
112
-96
656
$9K ﹤0.01%
70
657
$8K ﹤0.01%
300
658
$8K ﹤0.01%
500
659
$8K ﹤0.01%
292
-9,421
660
$8K ﹤0.01%
100
-90
661
$8K ﹤0.01%
+213
662
$8K ﹤0.01%
300
663
$8K ﹤0.01%
120
-72
664
$8K ﹤0.01%
192
-4,484
665
$8K ﹤0.01%
+250
666
$8K ﹤0.01%
+120
667
$8K ﹤0.01%
214
668
$8K ﹤0.01%
+30
669
$8K ﹤0.01%
190
670
$8K ﹤0.01%
+350
671
$8K ﹤0.01%
+472
672
$8K ﹤0.01%
+174
673
$8K ﹤0.01%
136
+1
674
$8K ﹤0.01%
142
+73
675
$8K ﹤0.01%
1,084
25 26
27
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