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
51
$2.52M 0.68%
56,070
+55,860
52
$2.51M 0.67%
26,271
-1,125
53
$2.41M 0.65%
+26,007
54
$2.41M 0.65%
31,755
+31,552
55
$2.36M 0.63%
89,866
+4,171
56
$2.29M 0.61%
28,102
+1,040
57
$2.29M 0.61%
105,394
-3,838
58
$2.22M 0.59%
+33,734
59
$2.2M 0.59%
14,336
+537
60
$2.19M 0.59%
45,470
-1,472
61
$2.17M 0.58%
50,941
-290
62
$2.15M 0.58%
20,565
+1,507
63
$2.13M 0.57%
37,338
+13,942
64
$2.13M 0.57%
15,590
+15,558
65
$2.07M 0.56%
25,932
-833
66
$2.06M 0.55%
17,053
+868
67
$2.06M 0.55%
31,473
+3,538
68
$2.03M 0.54%
73,476
-21,704
69
$2M 0.54%
21,307
+2,512
70
$1.95M 0.52%
93,293
+45,159
71
$1.87M 0.5%
21,897
+2,916
72
$1.86M 0.5%
20,251
+2,333
73
$1.81M 0.49%
50,581
+11
74
$1.81M 0.48%
31,297
+4,498
75
$1.68M 0.45%
19,164
+824
1 2
3
4 5