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
426
$38K 0.01%
460
+40
427
$38K 0.01%
500
428
$38K 0.01%
394
-64
429
$38K 0.01%
2,588
+1,063
430
$38K 0.01%
2,286
431
$38K 0.01%
1,203
+264
432
$38K 0.01%
476
+396
433
$38K 0.01%
2,228
+1,051
434
$37K 0.01%
200
435
$37K 0.01%
780
436
$37K 0.01%
1,152
+1,127
437
$37K 0.01%
152
+73
438
$36K 0.01%
300
-8
439
$36K 0.01%
494
440
$36K 0.01%
1,500
441
$36K 0.01%
194
-1,563
442
$36K 0.01%
320
443
$35K 0.01%
+807
444
$35K 0.01%
2,064
445
$35K 0.01%
+950
446
$35K 0.01%
240
+140
447
$35K 0.01%
700
448
$35K 0.01%
1,050
+182
449
$34K 0.01%
608
+76
450
$34K 0.01%
+1,013
16 17
18
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