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
201
$240K 0.06%
5,293
-8,528
202
$239K 0.06%
8,478
-4,502
203
$236K 0.06%
1,037
+185
204
$236K 0.06%
+3,468
205
$230K 0.06%
4,103
206
$229K 0.06%
4,447
+1,334
207
$229K 0.06%
3,402
208
$228K 0.06%
3,568
-772
209
$228K 0.06%
2,231
+261
210
$226K 0.06%
2,535
+566
211
$225K 0.06%
8,418
-47
212
$223K 0.06%
4,537
+1,037
213
$222K 0.06%
7,411
-5,213
214
$220K 0.06%
+4,040
215
$220K 0.06%
3,167
216
$217K 0.06%
2,946
+481
217
$217K 0.06%
+2,074
218
$212K 0.06%
+5,516
219
$211K 0.06%
9,958
+1,706
220
$211K 0.06%
2,540
+578
221
$210K 0.06%
12,609
+580
222
$209K 0.06%
33,664
-14,921
223
$209K 0.06%
5,756
-5,379
224
$209K 0.06%
5,920
-4,935
225
$207K 0.06%
11,315
+3,175
7 8
9
10 11