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
326
$111K 0.03%
2,668
-1,183
327
$111K 0.03%
986
+70
328
$111K 0.03%
+4,880
329
$111K 0.03%
662
+52
330
$108K 0.03%
2,554
+11
331
$107K 0.03%
2,303
332
$105K 0.03%
1,881
333
$104K 0.03%
1,868
334
$104K 0.03%
2,297
+2,250
335
$104K 0.03%
2,400
+1,686
336
$101K 0.03%
2,400
337
$101K 0.03%
+3,880
338
$101K 0.03%
1,919
+7
339
$101K 0.03%
3,950
+950
340
$99K 0.02%
4,327
-269
341
$99K 0.02%
855
-1,375
342
$97K 0.02%
+2,335
343
$96K 0.02%
1,412
344
$94K 0.02%
3,334
+1,000
345
$94K 0.02%
3,756
+492
346
$93K 0.02%
+1,916
347
$93K 0.02%
853
+379
348
$93K 0.02%
+5,434
349
$92K 0.02%
+2,500
350
$91K 0.02%
3,000
12 13
14
15 16