RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$7.84M
2
+$4.56M
3
+$3.19M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.61M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.6M

Top Sells

1
+$2.73M
2
+$2.3M
3
+$2.3M
4
ARLP icon
Alliance Resource Partners
ARLP
+$2.15M
5
LUV icon
Southwest Airlines
LUV
+$2.13M

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%
4,318
405
$44K 0.02%
394
406
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+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%
77
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411
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895
-200
412
$41K 0.01%
3,363
413
$41K 0.01%
2,850
-300
414
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5,600
415
$41K 0.01%
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416
$40K 0.01%
+845
417
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799
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418
$40K 0.01%
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419
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$39K 0.01%
310
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421
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1,400
422
$39K 0.01%
1,975
423
$39K 0.01%
1,500
424
$38K 0.01%
1,686
425
$38K 0.01%
460
+40
15 16
17
18 19