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
851
$2K ﹤0.01%
100
852
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+107
853
$2K ﹤0.01%
51
+1
854
$2K ﹤0.01%
+363
855
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1
856
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120
-373
857
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200
858
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200
859
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+30
860
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120
861
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210
+2
862
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+25
863
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+3
864
$2K ﹤0.01%
50
865
$2K ﹤0.01%
+75
866
$2K ﹤0.01%
208
867
$2K ﹤0.01%
+1
868
$2K ﹤0.01%
10
869
$2K ﹤0.01%
125
+25
870
$2K ﹤0.01%
+50
871
$2K ﹤0.01%
64
-230
872
$2K ﹤0.01%
63
873
$2K ﹤0.01%
81
874
$2K ﹤0.01%
300
875
$1K ﹤0.01%
220
+110
33 34
35
36 37