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
326
$71K 0.03%
1,350
327
$71K 0.03%
2,700
-1,500
328
$71K 0.03%
974
329
$69K 0.02%
2,494
330
$69K 0.02%
+1,628
331
$69K 0.02%
1,871
+500
332
$69K 0.02%
+2,648
333
$68K 0.02%
1,460
-381
334
$68K 0.02%
890
+764
335
$67K 0.02%
2,119
+1,063
336
$67K 0.02%
738
+8
337
$67K 0.02%
+3,400
338
$67K 0.02%
2,000
-3,360
339
$67K 0.02%
2,999
340
$67K 0.02%
6,103
-592
341
$66K 0.02%
5,026
+2,286
342
$65K 0.02%
528
-13,917
343
$65K 0.02%
2,939
344
$64K 0.02%
502
+227
345
$64K 0.02%
1,300
+700
346
$62K 0.02%
334
+110
347
$61K 0.02%
1,285
+1,071
348
$61K 0.02%
1,780
+55
349
$61K 0.02%
918
350
$60K 0.02%
1,025
12 13
14
15 16