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
26
$2.46M 0.87%
98,133
+90,258
27
$2.4M 0.86%
61,234
+56,790
28
$2.4M 0.85%
+86,383
29
$2.39M 0.85%
113,542
+102,883
30
$2.39M 0.85%
54,756
-136
31
$2.38M 0.85%
47,446
-3,070
32
$2.37M 0.84%
79,901
+79,686
33
$2.37M 0.84%
34,195
+32,180
34
$2.35M 0.84%
81,904
+78,572
35
$2.33M 0.83%
13,428
+12,487
36
$2.32M 0.83%
133,778
+132,778
37
$2.32M 0.82%
44,222
+1,733
38
$2.29M 0.82%
39,721
+12,484
39
$2.28M 0.81%
+29,808
40
$2.26M 0.81%
47,176
+46,495
41
$2.24M 0.8%
27,921
-30
42
$2.2M 0.78%
+24,521
43
$2.2M 0.78%
+36,766
44
$2.2M 0.78%
+135,280
45
$2.18M 0.78%
+6,831
46
$2.18M 0.78%
+26,514
47
$2.16M 0.77%
+30,408
48
$2.13M 0.76%
25,280
+24,091
49
$2.12M 0.76%
31,023
-20,444
50
$2.08M 0.74%
16,472
+1,769
1
2
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