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
126
$695K 0.19%
13,412
+425
127
$682K 0.18%
6,082
+3,843
128
$663K 0.18%
33,587
+267
129
$661K 0.18%
20,955
+3,200
130
$656K 0.18%
12,371
-727
131
$653K 0.18%
13,272
+310
132
$629K 0.17%
6,170
-100
133
$622K 0.17%
21,033
+1,512
134
$622K 0.17%
15,556
+5,536
135
$619K 0.17%
10,200
-214
136
$602K 0.16%
25,129
-2,244
137
$578K 0.15%
31,507
+9,928
138
$562K 0.15%
6,740
-432
139
$549K 0.15%
26,493
+1,272
140
$540K 0.14%
5,171
-652
141
$533K 0.14%
4,689
-11,054
142
$529K 0.14%
12,789
+52
143
$502K 0.13%
28,058
+30
144
$492K 0.13%
21,150
145
$490K 0.13%
10,499
-820
146
$485K 0.13%
10,378
-8,710
147
$483K 0.13%
4,345
-2,079
148
$477K 0.13%
16,650
+1,002
149
$474K 0.13%
150,938
150
$466K 0.12%
19,958
-1,725
4 5
6
7 8