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
351
$91K 0.02%
2,046
-16
352
$91K 0.02%
4,310
+730
353
$90K 0.02%
2,497
+926
354
$89K 0.02%
1,030
-445
355
$89K 0.02%
970
+900
356
$89K 0.02%
1,440
357
$88K 0.02%
2,080
+107
358
$88K 0.02%
1,796
+1,415
359
$88K 0.02%
+1,200
360
$86K 0.02%
1,750
-152
361
$85K 0.02%
1,750
362
$84K 0.02%
1,687
-40
363
$84K 0.02%
2,225
-1,030
364
$84K 0.02%
6,000
+2,000
365
$83K 0.02%
4,520
-6,795
366
$82K 0.02%
874
-1,661
367
$82K 0.02%
1,362
+200
368
$82K 0.02%
6,711
369
$81K 0.02%
+3,318
370
$80K 0.02%
1,224
-82
371
$79K 0.02%
1,040
372
$79K 0.02%
1,584
+122
373
$78K 0.02%
1,738
+235
374
$78K 0.02%
5,205
375
$78K 0.02%
3,888
+1,818
13 14
15
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