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
451
$34K 0.01%
190
+170
452
$33K 0.01%
1,606
-413
453
$33K 0.01%
4,123
454
$33K 0.01%
221
+110
455
$32K 0.01%
+565
456
$32K 0.01%
1,066
457
$32K 0.01%
+274
458
$32K 0.01%
320
+150
459
$32K 0.01%
1,204
+926
460
$32K 0.01%
411
+2
461
$32K 0.01%
5,000
462
$32K 0.01%
1,000
463
$31K 0.01%
671
+346
464
$31K 0.01%
1,450
+800
465
$31K 0.01%
480
466
$31K 0.01%
1,158
+248
467
$31K 0.01%
700
-100
468
$31K 0.01%
870
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469
$31K 0.01%
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470
$31K 0.01%
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471
$31K 0.01%
3,285
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472
$31K 0.01%
560
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473
$31K 0.01%
5,076
+44
474
$31K 0.01%
200
475
$31K 0.01%
+628
17 18
19
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