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
876
$1K ﹤0.01%
35
877
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170
-60
878
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90
879
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60
-4,950
880
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37
-111
881
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448
882
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+45
883
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16
-264
884
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+55
885
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+40
886
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75
887
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10
888
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23
889
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135
+2
890
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10
891
$1K ﹤0.01%
+572
892
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12
893
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894
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895
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896
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10
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897
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12
898
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15
-1,371
899
$1K ﹤0.01%
57
900
$1K ﹤0.01%
26
34 35
36
37 38