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
401
$47K 0.02%
314
402
$46K 0.02%
+39
403
$46K 0.02%
2,511
404
$45K 0.02%
2,879
405
$44K 0.02%
394
406
$44K 0.02%
+911
407
$43K 0.02%
1,050
+50
408
$43K 0.02%
1,195
+300
409
$42K 0.02%
1,983
-98,439
410
$41K 0.01%
3,363
411
$41K 0.01%
77
+36
412
$41K 0.01%
895
-200
413
$41K 0.01%
2,850
-300
414
$41K 0.01%
2,800
415
$41K 0.01%
1,068
-436
416
$40K 0.01%
+845
417
$40K 0.01%
799
-100
418
$40K 0.01%
900
-700
419
$40K 0.01%
3,487
-1,000
420
$39K 0.01%
310
-10
421
$39K 0.01%
1,400
422
$39K 0.01%
1,975
423
$39K 0.01%
1,500
424
$38K 0.01%
500
425
$38K 0.01%
1,686
15 16
17
18 19