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
26
$3.28M 0.81%
157,677
+8,398
27
$3.25M 0.8%
29,445
-2,926
28
$3.25M 0.8%
68,307
+8,055
29
$3.23M 0.8%
75,587
+4,149
30
$3.23M 0.8%
37,163
+3,087
31
$3.22M 0.79%
51,543
+2,631
32
$3.15M 0.78%
117,064
+24,980
33
$3.08M 0.76%
59,621
+3,551
34
$3.03M 0.75%
27,970
+1,963
35
$3.03M 0.75%
51,743
+5,577
36
$3.02M 0.75%
8,269
+878
37
$3.02M 0.75%
+61,030
38
$3.01M 0.74%
68,034
+4,412
39
$3M 0.74%
59,921
+6,331
40
$2.97M 0.73%
+68,640
41
$2.96M 0.73%
+26,275
42
$2.94M 0.73%
+162,930
43
$2.88M 0.71%
92,556
+19,080
44
$2.87M 0.71%
34,788
+3,033
45
$2.86M 0.71%
45,989
+7,027
46
$2.84M 0.7%
28,940
+28,480
47
$2.77M 0.69%
33,146
+3,048
48
$2.75M 0.68%
35,205
-853
49
$2.75M 0.68%
+19,490
50
$2.73M 0.68%
49,646
+49,146
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