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
$281M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.58M
3
+$3.28M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.48M

Top Sells

1
+$2.98M
2
+$2.56M
3
+$2.5M
4
NEU icon
NewMarket
NEU
+$2.35M
5
LUV icon
Southwest Airlines
LUV
+$2.26M

Sector Composition

1 Financials 7.07%
2 Energy 6.65%
3 Consumer Staples 6.23%
4 Healthcare 5.97%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$161K 0.06%
2,068
+2
227
$159K 0.06%
3,688
-59
228
$158K 0.06%
1,800
+800
229
$157K 0.06%
1,868
+308
230
$152K 0.05%
2,138
+4
231
$152K 0.05%
1,835
232
$150K 0.05%
1,039
-283
233
$149K 0.05%
1,337
+3
234
$149K 0.05%
2,877
+53
235
$148K 0.05%
5,003
-387
236
$147K 0.05%
3,325
+1,489
237
$145K 0.05%
3,145
238
$144K 0.05%
2,454
-118
239
$140K 0.05%
1,939
-416
240
$139K 0.05%
4,164
-166
241
$138K 0.05%
1,706
+151
242
$137K 0.05%
5,186
+1,678
243
$135K 0.05%
1,157
-405
244
$134K 0.05%
2,427
-210
245
$134K 0.05%
3,433
-525
246
$132K 0.05%
2,121
247
$131K 0.05%
1,544
-1,088
248
$130K 0.05%
2,250
+590
249
$129K 0.05%
3,177
+383
250
$126K 0.04%
752
-66
8 9
10
11 12