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
301
$84K 0.03%
1,138
-10
302
$84K 0.03%
1,165
303
$84K 0.03%
3,137
-84,363
304
$84K 0.03%
3,668
+1,740
305
$83K 0.03%
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-321
306
$83K 0.03%
2,095
307
$82K 0.03%
593
-88
308
$82K 0.03%
3,872
+2,872
309
$82K 0.03%
3,832
310
$81K 0.03%
1,802
+480
311
$80K 0.03%
521
-13,035
312
$80K 0.03%
744
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313
$80K 0.03%
1,922
-604
314
$79K 0.03%
1,180
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315
$78K 0.03%
3,264
316
$77K 0.03%
1,180
317
$76K 0.03%
1,000
318
$75K 0.03%
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319
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+338
320
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811
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321
$73K 0.03%
230
-5,469
322
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1,767
323
$73K 0.03%
6,888
324
$73K 0.03%
821
-21,415
325
$72K 0.03%
+1,516
11 12
13
14 15