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
1
$15.2M 3.94%
179,987
+63,428
2
$8.22M 2.13%
40,347
+3,443
3
$7.4M 1.92%
176,870
-3,318
4
$6.85M 1.78%
280,474
+6,234
5
$6.71M 1.74%
64,299
-21,189
6
$6.22M 1.61%
57,624
+7,820
7
$5.96M 1.55%
53,284
+42,879
8
$5.88M 1.53%
160,209
+32,275
9
$5.77M 1.5%
148,489
+11,799
10
$5.7M 1.48%
49,989
+14,279
11
$5.5M 1.43%
93,706
-731
12
$4.87M 1.26%
151,270
+932
13
$4.67M 1.21%
61,379
+936
14
$4.42M 1.15%
170,008
+16,776
15
$4.35M 1.13%
+109,327
16
$3.98M 1.03%
33,118
+15,000
17
$3.9M 1.01%
34,599
+86
18
$3.85M 1%
38,055
+2,311
19
$3.85M 1%
47,816
+3,248
20
$3.85M 1%
64,968
+10,631
21
$3.83M 0.99%
43,763
+3,032
22
$3.82M 0.99%
32,334
+2,381
23
$3.81M 0.99%
144,940
+15,044
24
$3.77M 0.98%
28,524
+2,251
25
$3.73M 0.97%
147,587
+8,718
1
2 3 4 5