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
376
$78K 0.02%
713
-234
377
$78K 0.02%
+650
378
$77K 0.02%
1,200
+200
379
$77K 0.02%
932
-225
380
$77K 0.02%
+188
381
$76K 0.02%
4,817
-369
382
$75K 0.02%
738
-1
383
$75K 0.02%
1,394
+214
384
$74K 0.02%
2,700
+459
385
$74K 0.02%
1,654
+300
386
$73K 0.02%
410
+128
387
$73K 0.02%
+1,384
388
$72K 0.02%
1,370
389
$72K 0.02%
1,406
+250
390
$71K 0.02%
5,125
391
$71K 0.02%
+854
392
$69K 0.02%
866
+299
393
$69K 0.02%
3,965
394
$69K 0.02%
12,270
-26,268
395
$65K 0.02%
2,541
396
$64K 0.02%
727
-21
397
$64K 0.02%
474
+269
398
$63K 0.02%
1,100
-50
399
$63K 0.02%
1,280
-658
400
$62K 0.02%
5,685
-3,318
14 15
16
17 18