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
276
$166K 0.04%
2,375
-1,445
277
$166K 0.04%
1,465
-435
278
$161K 0.04%
+2,850
279
$159K 0.04%
10,628
+1,000
280
$152K 0.04%
2,564
+118
281
$152K 0.04%
2,687
+71
282
$151K 0.04%
3,145
283
$149K 0.04%
4,593
-1,285
284
$148K 0.04%
3,840
+238
285
$148K 0.04%
+2,500
286
$147K 0.04%
1,895
+1,820
287
$146K 0.04%
7,765
+99
288
$145K 0.04%
1,440
289
$143K 0.04%
1,502
+3
290
$142K 0.04%
5,936
+918
291
$140K 0.03%
1,000
292
$139K 0.03%
1,057
-4
293
$136K 0.03%
1,252
-77
294
$136K 0.03%
1,073
+119
295
$134K 0.03%
2,612
+895
296
$134K 0.03%
3,166
297
$132K 0.03%
14,110
+3,000
298
$131K 0.03%
1,168
+261
299
$131K 0.03%
1,371
+341
300
$130K 0.03%
1,202
+4
10 11
12
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