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
426
$51K 0.01%
514
+489
427
$51K 0.01%
938
+133
428
$50K 0.01%
+1,408
429
$50K 0.01%
3,450
+1,230
430
$50K 0.01%
265
+251
431
$50K 0.01%
705
-6
432
$50K 0.01%
26,290
433
$49K 0.01%
1,209
-1,032
434
$49K 0.01%
1,142
-11
435
$48K 0.01%
200
436
$48K 0.01%
588
437
$48K 0.01%
1,373
438
$47K 0.01%
2,119
439
$47K 0.01%
+911
440
$45K 0.01%
870
+25
441
$45K 0.01%
857
-57,556
442
$45K 0.01%
1,010
+500
443
$44K 0.01%
500
444
$44K 0.01%
2,800
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445
$44K 0.01%
931
-233
446
$43K 0.01%
350
447
$43K 0.01%
+1,689
448
$42K 0.01%
855
+30
449
$42K 0.01%
+787
450
$41K 0.01%
1,850
-375
16 17
18
19 20