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
401
$62K 0.02%
500
402
$60K 0.01%
396
+50
403
$60K 0.01%
2,206
-87,660
404
$60K 0.01%
552
405
$59K 0.01%
4,500
+500
406
$59K 0.01%
2,150
407
$59K 0.01%
1,175
-203
408
$59K 0.01%
1,450
+1,150
409
$58K 0.01%
110,560
+120
410
$56K 0.01%
550
+50
411
$56K 0.01%
850
412
$55K 0.01%
1,601
+1,171
413
$55K 0.01%
535
-342
414
$54K 0.01%
1,077
415
$54K 0.01%
2,879
416
$54K 0.01%
3,175
-545
417
$54K 0.01%
2,473
-2,460
418
$54K 0.01%
571
419
$54K 0.01%
1,278
420
$53K 0.01%
78
421
$53K 0.01%
+1,500
422
$53K 0.01%
685
+675
423
$52K 0.01%
+507
424
$51K 0.01%
551
-150
425
$51K 0.01%
1,266
15 16
17
18 19