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
$405M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.02M
3
+$2.97M
4
MON
Monsanto Co
MON
+$2.96M
5
MLI icon
Mueller Industries
MLI
+$2.94M

Top Sells

1
+$8.04M
2
+$3.55M
3
+$3.55M
4
URBN icon
Urban Outfitters
URBN
+$3.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.33M

Sector Composition

1 Consumer Discretionary 8.15%
2 Financials 6.33%
3 Healthcare 6.27%
4 Consumer Staples 4.44%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$242K 0.06%
3,438
-30
227
$241K 0.06%
8,478
228
$238K 0.06%
9,770
+1,352
229
$236K 0.06%
3,472
+1,258
230
$235K 0.06%
7,122
+1,783
231
$235K 0.06%
1,551
+975
232
$234K 0.06%
3,828
-270
233
$233K 0.06%
4,795
+348
234
$232K 0.06%
6,754
+5,754
235
$229K 0.06%
+11,158
236
$229K 0.06%
16,896
+2,506
237
$227K 0.06%
5,650
+109
238
$225K 0.06%
2,314
+743
239
$223K 0.06%
+12,344
240
$220K 0.05%
7,936
+525
241
$220K 0.05%
3,627
+1,532
242
$220K 0.05%
5,149
+612
243
$213K 0.05%
36,956
+3,292
244
$213K 0.05%
3,969
-180
245
$213K 0.05%
4,334
-959
246
$211K 0.05%
6,557
+637
247
$209K 0.05%
4,229
-223
248
$208K 0.05%
1,413
+1,137
249
$208K 0.05%
3,273
-830
250
$207K 0.05%
4,165
-71,337
8 9
10
11 12