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
926
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-110
927
$0 ﹤0.01%
+31
928
$0 ﹤0.01%
+5
929
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33
-1,154
930
– –
-3,000
931
$0 ﹤0.01%
100
932
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44
-19
933
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100
934
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935
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936
$0 ﹤0.01%
100
937
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-24,832
938
$0 ﹤0.01%
260
939
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940
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941
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-9,313
942
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943
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944
$0 ﹤0.01%
4
945
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946
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947
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-180
948
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949
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950
– –
-500
36 37
38
39 40