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
76
$1.64M 0.44%
1,442
+210
77
$1.55M 0.41%
50,964
-8,665
78
$1.51M 0.4%
12,209
-627
79
$1.47M 0.39%
17,371
-764
80
$1.41M 0.38%
28,913
+47
81
$1.36M 0.36%
13,013
+4,245
82
$1.35M 0.36%
102,491
+17,477
83
$1.34M 0.36%
+50,472
84
$1.3M 0.35%
17,090
+2,252
85
$1.29M 0.35%
70,670
-493
86
$1.27M 0.34%
81,847
+24,302
87
$1.26M 0.34%
16,360
+1,601
88
$1.25M 0.34%
27,025
+5,741
89
$1.25M 0.34%
10,715
-679
90
$1.23M 0.33%
10,656
+1,012
91
$1.23M 0.33%
68,918
+1,982
92
$1.21M 0.32%
23,889
-1,374
93
$1.2M 0.32%
19,490
-5,500
94
$1.19M 0.32%
89,571
+40,398
95
$1.18M 0.32%
22,430
+7,564
96
$1.17M 0.31%
10,571
+6,464
97
$1.16M 0.31%
40,315
+3,620
98
$1.14M 0.31%
50,865
+1,904
99
$1.1M 0.29%
15,308
-607
100
$1.05M 0.28%
36,135
+4,295
2 3
4
5 6