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
1051
– –
-800
1052
– –
-50
1053
– –
-1,009
1054
– –
-124
1055
– –
-808
1056
– –
-29
1057
– –
-299
1058
– –
-3
1059
– –
-832
1060
– –
-100
1061
– –
-20
1062
– –
-100
1063
– –
-247
1064
– –
-4
1065
– –
-3,900
1066
– –
-1
1067
– –
-5,125
1068
– –
-1,143
1069
– –
-454
1070
– –
-337
1071
– –
-882
1072
– –
-1,107
1073
– –
-550
1074
– –
-5,367
1075
– –
-9,542
41 42
43
44 45