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
476
$35K 0.01%
2,928
477
$35K 0.01%
698
-217
478
$35K 0.01%
+1,356
479
$35K 0.01%
383
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480
$35K 0.01%
695
+45
481
$35K 0.01%
2,052
-1,904
482
$35K 0.01%
200
483
$34K 0.01%
450
-60
484
$34K 0.01%
+552
485
$34K 0.01%
+1,160
486
$34K 0.01%
647
+2
487
$34K 0.01%
+333
488
$34K 0.01%
1,601
-295
489
$34K 0.01%
1,710
490
$34K 0.01%
305
+105
491
$34K 0.01%
885
+232
492
$34K 0.01%
222
+2
493
$34K 0.01%
1,478
-112
494
$33K 0.01%
615
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495
$33K 0.01%
+753
496
$32K 0.01%
200
-100
497
$32K 0.01%
500
-100
498
$32K 0.01%
650
+150
499
$31K 0.01%
1,158
-285
500
$31K 0.01%
664
18 19
20
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