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
1
$15M 4.02%
559,318
+543,228
2
$14M 3.76%
117,423
+12,798
3
$10.2M 2.74%
81,147
+4,776
4
$6.67M 1.79%
32,262
-293
5
$6.51M 1.74%
80,327
+48,053
6
$6.38M 1.71%
57,981
+4,796
7
$6.34M 1.7%
156,739
+156,339
8
$5.64M 1.51%
81,984
+1,670
9
$5.12M 1.37%
130,375
-31,164
10
$4.63M 1.24%
44,873
+3,674
11
$4.59M 1.23%
75,471
-25,435
12
$4.33M 1.16%
36,169
+2,511
13
$4.28M 1.15%
20,821
+2,964
14
$4.06M 1.09%
92,732
+5,486
15
$3.92M 1.05%
99,350
-294
16
$3.54M 0.95%
32,371
+1,900
17
$3.54M 0.95%
51,427
+692
18
$3.54M 0.95%
23,555
-3,286
19
$3.49M 0.94%
92,112
+14,787
20
$3.45M 0.92%
135,828
+2,751
21
$3.37M 0.9%
74,737
+10,305
22
$3.28M 0.88%
71,438
+2,391
23
$3.24M 0.87%
96,202
+6,931
24
$3.19M 0.85%
12,073
+309
25
$3.17M 0.85%
79,096
+3,510
1
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