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
176
$392K 0.1%
7,428
+3,964
177
$386K 0.1%
34,980
-100
178
$383K 0.1%
19,363
+13,427
179
$362K 0.09%
2,411
180
$361K 0.09%
4,912
+912
181
$360K 0.09%
2,729
+34
182
$360K 0.09%
12,628
+4,114
183
$357K 0.09%
2,716
-18,224
184
$354K 0.09%
2,192
+1,078
185
$350K 0.09%
7,670
+470
186
$349K 0.09%
4,065
+250
187
$347K 0.09%
6,807
+2,883
188
$345K 0.09%
6,359
+262
189
$343K 0.09%
5,199
+948
190
$324K 0.08%
6,418
+3,426
191
$321K 0.08%
6,497
192
$319K 0.08%
6,393
-1,204
193
$318K 0.08%
7,364
-1,047
194
$317K 0.08%
8,617
195
$317K 0.08%
2,391
-51
196
$314K 0.08%
4,399
+14
197
$308K 0.08%
5,792
+5,242
198
$307K 0.08%
7,120
+1,840
199
$306K 0.08%
3,132
+34
200
$303K 0.08%
3,449
-33,901
6 7
8
9 10