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
76
$1.85M 0.48%
71,883
-10,116
77
$1.8M 0.47%
44,956
+6,975
78
$1.61M 0.42%
20,712
+1,275
79
$1.54M 0.4%
86,351
+13,604
80
$1.53M 0.4%
35,564
+12,984
81
$1.47M 0.38%
62,621
-708
82
$1.39M 0.36%
66,474
-25,242
83
$1.39M 0.36%
48,330
-3,547
84
$1.34M 0.35%
44,700
+1,805
85
$1.32M 0.34%
25,192
+10,148
86
$1.31M 0.34%
10,441
+5,366
87
$1.29M 0.34%
15,058
+4,494
88
$1.26M 0.33%
28,042
+17,497
89
$1.24M 0.32%
35,703
+6,715
90
$1.23M 0.32%
12,314
+4,404
91
$1.21M 0.31%
9,514
+314
92
$1.2M 0.31%
15,412
+4,045
93
$1.18M 0.31%
84,050
-6,447
94
$1.18M 0.31%
9,801
-1,343
95
$1.17M 0.3%
24,118
-3,761
96
$1.14M 0.3%
11,447
+3,123
97
$1.13M 0.29%
60,276
-8,529
98
$1.13M 0.29%
12,591
-850
99
$1.12M 0.29%
11,031
+3,331
100
$1.11M 0.29%
15,040
+5,250
2 3
4
5 6