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
476
$30K 0.01%
+900
477
$30K 0.01%
600
478
$30K 0.01%
200
479
$30K 0.01%
350
480
$30K 0.01%
+1,118
481
$30K 0.01%
355
-31
482
$29K 0.01%
920
+214
483
$29K 0.01%
785
484
$29K 0.01%
3,825
-500
485
$29K 0.01%
760
486
$28K 0.01%
600
487
$28K 0.01%
452
+159
488
$28K 0.01%
177
-24
489
$28K 0.01%
380
+21
490
$28K 0.01%
500
491
$28K 0.01%
+787
492
$28K 0.01%
308
+23
493
$27K 0.01%
400
494
$27K 0.01%
610
+100
495
$27K 0.01%
1,450
+200
496
$27K 0.01%
1,680
-585
497
$27K 0.01%
441
498
$27K 0.01%
575
499
$26K 0.01%
207
500
$26K 0.01%
340
+20
18 19
20
21 22