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
251
$125K 0.04%
7,040
252
$125K 0.04%
1,390
253
$125K 0.04%
2,158
-350
254
$123K 0.04%
3,400
255
$123K 0.04%
2,040
256
$122K 0.04%
1,906
-1,420
257
$122K 0.04%
1,426
-26,100
258
$119K 0.04%
1,441
-35
259
$118K 0.04%
98
-1,656
260
$117K 0.04%
3,618
261
$116K 0.04%
2,000
262
$115K 0.04%
2,600
+100
263
$115K 0.04%
4,040
264
$115K 0.04%
2,194
+1,673
265
$115K 0.04%
1,827
+752
266
$115K 0.04%
2,250
267
$112K 0.04%
1,525
-28,123
268
$110K 0.04%
3,325
269
$109K 0.04%
852
-479
270
$107K 0.04%
794
-18,583
271
$107K 0.04%
3,974
+398
272
$105K 0.04%
2,100
+600
273
$104K 0.04%
1,726
274
$104K 0.04%
264
-5,961
275
$104K 0.04%
2,296
+1,146
9 10
11
12 13