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
251
$206K 0.05%
1,800
252
$205K 0.05%
2,565
-157
253
$204K 0.05%
3,713
+1,364
254
$200K 0.05%
2,912
-34
255
$199K 0.05%
+2,366
256
$197K 0.05%
10,598
-3,901
257
$191K 0.05%
3,258
-3,331
258
$190K 0.05%
3,665
-1,890
259
$189K 0.05%
7,232
+7,027
260
$188K 0.05%
22,202
+3,393
261
$187K 0.05%
3,450
+1,650
262
$186K 0.05%
2,834
-734
263
$182K 0.05%
1,764
+1,560
264
$181K 0.04%
1,959
-3
265
$180K 0.04%
4,200
-192
266
$177K 0.04%
+1,783
267
$175K 0.04%
5,235
+5,103
268
$174K 0.04%
2,316
+1,500
269
$172K 0.04%
3,447
-590
270
$172K 0.04%
2,200
271
$170K 0.04%
2,638
+600
272
$169K 0.04%
5,866
+1,736
273
$169K 0.04%
10,539
-2,070
274
$168K 0.04%
3,355
-2,100
275
$166K 0.04%
6,250
+2,568
9 10
11
12 13