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
201
$302K 0.08%
1,492
202
$296K 0.08%
2,848
+2,329
203
$296K 0.08%
6,378
+1,696
204
$293K 0.08%
5,833
+1,922
205
$290K 0.08%
19,489
+1,378
206
$289K 0.07%
4,644
+32
207
$282K 0.07%
25,670
208
$279K 0.07%
10,304
-520
209
$277K 0.07%
4,085
+583
210
$274K 0.07%
7,982
+342
211
$269K 0.07%
1,811
+12
212
$269K 0.07%
4,951
+1,517
213
$265K 0.07%
5,263
+321
214
$262K 0.07%
4,896
-1,263
215
$259K 0.07%
6,882
+2,953
216
$258K 0.07%
3,786
+2
217
$258K 0.07%
3,983
+2,908
218
$258K 0.07%
4,278
+892
219
$257K 0.07%
5,713
-54
220
$255K 0.07%
6,385
-1,924
221
$254K 0.07%
3,296
+23
222
$253K 0.07%
4,486
+97
223
$251K 0.07%
7,935
-1,035
224
$251K 0.07%
5,788
-12,623
225
$244K 0.06%
15,165
+2,185
7 8
9
10 11