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
651
– –
-6,379
652
– –
-1,000
653
– –
-1,950
654
– –
-1,687
655
– –
-510
656
– –
-166
657
– –
-575
658
– –
-1,384
659
– –
-305
660
– –
-1,300
661
– –
-160
662
– –
-100
663
– –
-714
664
– –
-515
665
– –
-1,116
666
– –
-200
667
– –
-592
668
– –
-2,402
669
– –
-472
670
– –
-185
671
– –
-75
672
– –
-100
673
– –
-200
674
– –
-1,385
675
– –
-652
25 26
27
28 29