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
301
$129K 0.03%
3,618
302
$129K 0.03%
1,800
303
$129K 0.03%
5,436
+2,314
304
$126K 0.03%
4,422
+890
305
$125K 0.03%
+2,500
306
$125K 0.03%
3,260
307
$124K 0.03%
883
+130
308
$124K 0.03%
2,458
+1
309
$123K 0.03%
2,545
-288
310
$123K 0.03%
2,765
+560
311
$121K 0.03%
1,167
+62
312
$120K 0.03%
1,332
+147
313
$119K 0.03%
2,502
+114
314
$119K 0.03%
1,173
+40
315
$118K 0.03%
783
+293
316
$118K 0.03%
+3,190
317
$117K 0.03%
2,625
+667
318
$116K 0.03%
1,196
+2
319
$116K 0.03%
2,619
+1,082
320
$115K 0.03%
3,972
+128
321
$114K 0.03%
1,735
-1
322
$114K 0.03%
827
+75
323
$113K 0.03%
479
+93
324
$112K 0.03%
1,350
+1,000
325
$112K 0.03%
1,383
+221
11 12
13
14 15