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
51
$2.92M 0.76%
121,931
+11,132
52
$2.9M 0.75%
52,730
-29,164
53
$2.89M 0.75%
65,831
+5,947
54
$2.88M 0.75%
19,297
+2,680
55
$2.73M 0.71%
33,551
-354
56
$2.7M 0.7%
33,972
+8,892
57
$2.63M 0.68%
54,505
+5,657
58
$2.59M 0.67%
73,327
+8,809
59
$2.48M 0.64%
55,757
+1,991
60
$2.47M 0.64%
23,539
+1,012
61
$2.46M 0.64%
34,434
+754
62
$2.39M 0.62%
21,815
-917
63
$2.38M 0.62%
96,156
+14,168
64
$2.33M 0.6%
81,292
+9,875
65
$2.32M 0.6%
22,621
+1,332
66
$2.32M 0.6%
70,907
+18,722
67
$2.25M 0.58%
22,591
-2,522
68
$2.23M 0.58%
25,936
+3,129
69
$2.22M 0.58%
88,004
-19,428
70
$2.21M 0.57%
49,447
-6,932
71
$2.18M 0.57%
56,099
+5,009
72
$2.09M 0.54%
18,923
+4,170
73
$2.07M 0.54%
43,201
+15,320
74
$1.99M 0.52%
58,296
+3,442
75
$1.95M 0.5%
26,078
+4,115
1 2
3
4 5