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
451
$41K 0.01%
1,304
-363
452
$41K 0.01%
2,511
453
$41K 0.01%
327
+3
454
$41K 0.01%
700
+268
455
$41K 0.01%
5,000
456
$40K 0.01%
1,686
457
$40K 0.01%
500
458
$39K 0.01%
1,026
+848
459
$39K 0.01%
950
460
$39K 0.01%
+1,113
461
$38K 0.01%
3,363
-100
462
$38K 0.01%
527
+401
463
$38K 0.01%
900
464
$38K 0.01%
2,801
-2,850
465
$38K 0.01%
902
+32
466
$37K 0.01%
570
+450
467
$37K 0.01%
1,500
468
$36K 0.01%
1,500
469
$36K 0.01%
+686
470
$36K 0.01%
270
+200
471
$36K 0.01%
1,090
-2,022
472
$35K 0.01%
586
+550
473
$35K 0.01%
+937
474
$35K 0.01%
1,141
-1,423
475
$35K 0.01%
204
17 18
19
20 21