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
351
$60K 0.02%
2,119
352
$60K 0.02%
+1,270
353
$60K 0.02%
650
354
$59K 0.02%
1,132
-14
355
$59K 0.02%
+622
356
$59K 0.02%
1,482
357
$59K 0.02%
2,558
-62
358
$59K 0.02%
330
-405
359
$59K 0.02%
400
-200
360
$58K 0.02%
420
+290
361
$58K 0.02%
1,960
362
$58K 0.02%
1,265
+915
363
$58K 0.02%
1,090
+987
364
$58K 0.02%
1,100
+100
365
$57K 0.02%
1,316
+409
366
$57K 0.02%
1,088
+2
367
$57K 0.02%
1,450
+1,250
368
$56K 0.02%
1,681
+498
369
$55K 0.02%
2,300
370
$54K 0.02%
+2,759
371
$54K 0.02%
+321
372
$54K 0.02%
466
+100
373
$54K 0.02%
117,480
+200
374
$54K 0.02%
2,733
+629
375
$53K 0.02%
+1,126
13 14
15
16 17