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
1001
– –
-950
1002
– –
-180
1003
$0 ﹤0.01%
120
1004
– –
-5,351
1005
– –
-84
1006
– –
-6,645
1007
– –
-1,267
1008
– –
-328
1009
– –
-80
1010
– –
-1,138
1011
– –
-212
1012
– –
-800
1013
– –
-1,950
1014
– –
-1,624
1015
– –
-429
1016
– –
-882
1017
– –
-1
1018
$0 ﹤0.01%
12
-1,557
1019
– –
-600
1020
– –
-600
1021
– –
-33
1022
$0 ﹤0.01%
1
1023
– –
-70
1024
– –
-817
1025
– –
-280
39 40
41
42 43