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
1026
– –
-1,066
1027
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-150
1028
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-100
1029
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-400
1030
– –
-800
1031
– –
-649
1032
– –
-278
1033
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-200
1034
– –
-42
1035
– –
-664
1036
$0 ﹤0.01%
25
-25
1037
$0 ﹤0.01%
16
-2,824
1038
– –
-592
1039
– –
-101
1040
– –
-511
1041
$0 ﹤0.01%
5
1042
– –
-438
1043
– –
-538
1044
– –
-4,853
1045
$0 ﹤0.01%
+5
1046
$0 ﹤0.01%
16
-28
1047
– –
-1,126
1048
$0 ﹤0.01%
27
1049
– –
-200
1050
– –
-887
40 41
42
43 44