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
151
$460K 0.12%
15,736
-3,120
152
$440K 0.12%
3,596
-138
153
$436K 0.12%
14,318
+6,705
154
$432K 0.12%
9,463
155
$428K 0.11%
4,626
-2,498
156
$426K 0.11%
9,017
+169
157
$425K 0.11%
4,202
+1,879
158
$424K 0.11%
5,328
+7
159
$412K 0.11%
9,667
+1,162
160
$396K 0.11%
5,202
-1,104
161
$395K 0.11%
8,144
+6,361
162
$391K 0.1%
3,849
+1,905
163
$389K 0.1%
4,347
+2,148
164
$383K 0.1%
4,083
-375
165
$383K 0.1%
9,053
+5,353
166
$380K 0.1%
4,982
+2,425
167
$379K 0.1%
3,099
+903
168
$378K 0.1%
5,180
169
$375K 0.1%
4,353
+438
170
$368K 0.1%
34,989
+1,138
171
$365K 0.1%
6,589
-4,283
172
$362K 0.1%
14,397
+8,635
173
$359K 0.1%
18,308
+1,088
174
$358K 0.1%
14,882
-649
175
$346K 0.09%
3,420
+2,220
5 6
7
8 9