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
126
$724K 0.19%
28,235
+15,923
127
$709K 0.18%
34,716
+9,249
128
$691K 0.18%
23,896
+4,916
129
$683K 0.18%
15,222
+8,752
130
$659K 0.17%
9,160
-1,439
131
$654K 0.17%
36,621
+2,941
132
$653K 0.17%
8,699
+6
133
$652K 0.17%
15,915
-7,964
134
$632K 0.16%
7,470
+2,570
135
$617K 0.16%
9,262
+1,802
136
$617K 0.16%
4,850
+430
137
$609K 0.16%
24,489
+9,451
138
$604K 0.16%
8,239
+29
139
$604K 0.16%
11,463
-292
140
$603K 0.16%
40,341
-3,860
141
$588K 0.15%
14,000
+5,500
142
$573K 0.15%
5,650
-927
143
$562K 0.15%
11,554
+2,756
144
$560K 0.15%
23,647
145
$558K 0.14%
20,461
-2,664
146
$552K 0.14%
9,166
-5,023
147
$541K 0.14%
11,563
+265
148
$516K 0.13%
16,092
+5,882
149
$516K 0.13%
11,723
-1,515
150
$507K 0.13%
20,261
+5,010
4 5
6
7 8