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
276
$103K 0.04%
1,332
-429
277
$101K 0.04%
+2,736
278
$101K 0.04%
1,657
279
$100K 0.04%
3,300
-130
280
$99K 0.04%
2,037
+400
281
$99K 0.04%
963
-3,421
282
$98K 0.03%
2,400
-150
283
$98K 0.03%
2,150
284
$98K 0.03%
946
+400
285
$97K 0.03%
1,772
+1,372
286
$97K 0.03%
2,800
-30
287
$96K 0.03%
797
-17,850
288
$96K 0.03%
5,259
+2,617
289
$95K 0.03%
1,337
+100
290
$95K 0.03%
2,460
+460
291
$95K 0.03%
3,600
292
$94K 0.03%
2,500
+550
293
$94K 0.03%
1,875
+354
294
$92K 0.03%
1,300
+900
295
$92K 0.03%
912
-269
296
$91K 0.03%
1,800
297
$90K 0.03%
5,186
298
$90K 0.03%
1,234
-28,064
299
$88K 0.03%
913
300
$86K 0.03%
1,900
+625
10 11
12
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