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
151
$497K 0.13%
8,936
+4,897
152
$492K 0.13%
11,507
-1,470
153
$489K 0.13%
22,480
-2,228
154
$486K 0.13%
10,283
-1,558
155
$480K 0.12%
6,981
+344
156
$480K 0.12%
5,182
+18
157
$479K 0.12%
7,180
+81
158
$467K 0.12%
27,767
+327
159
$453K 0.12%
5,120
+1,344
160
$446K 0.12%
13,446
-6,827
161
$444K 0.12%
23,520
+407
162
$439K 0.11%
6,265
+2,321
163
$433K 0.11%
11,823
+8,723
164
$433K 0.11%
4,304
-3,671
165
$426K 0.11%
8,537
-361
166
$424K 0.11%
9,813
+751
167
$422K 0.11%
6,993
+14
168
$416K 0.11%
12,190
+3,696
169
$413K 0.11%
14,721
-1,030
170
$411K 0.11%
5,271
+2,237
171
$406K 0.11%
15,583
-21,997
172
$401K 0.1%
13,798
+52
173
$400K 0.1%
6,832
+30
174
$396K 0.1%
17,120
-3,389
175
$395K 0.1%
7,413
+2,186
5 6
7
8 9