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
101
$1.09M 0.28%
78,974
-11,558
102
$1.09M 0.28%
49,062
-6,497
103
$1.08M 0.28%
37,403
-3,915
104
$1.05M 0.27%
52,250
-4,810
105
$1.04M 0.27%
9,448
-497
106
$1.04M 0.27%
9,205
+925
107
$1.04M 0.27%
33,957
+10,852
108
$1.01M 0.26%
36,345
+6,200
109
$1M 0.26%
16,617
+384
110
$996K 0.26%
12,783
-2,201
111
$948K 0.25%
9,956
-141
112
$947K 0.25%
16,255
+4,855
113
$929K 0.24%
45,319
-6,829
114
$914K 0.24%
12,588
-887
115
$913K 0.24%
19,765
+5,359
116
$912K 0.24%
11,323
-1,715
117
$886K 0.23%
14,984
+3,284
118
$871K 0.23%
16,250
-16,688
119
$867K 0.22%
21,519
-64,949
120
$856K 0.22%
47,119
-7,608
121
$818K 0.21%
10,010
+179
122
$810K 0.21%
11,246
+3,993
123
$770K 0.2%
8,293
+2,918
124
$748K 0.19%
24,992
-5,542
125
$729K 0.19%
27,264
-4,560
3 4
5
6 7