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
501
$26K 0.01%
+592
502
$26K 0.01%
3,245
503
$25K 0.01%
200
+22
504
$25K 0.01%
520
505
$25K 0.01%
5,540
-5,450
506
$25K 0.01%
810
507
$25K 0.01%
3,488
508
$25K 0.01%
214
+50
509
$25K 0.01%
4
510
$25K 0.01%
2,767
511
$24K 0.01%
500
512
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1,700
513
$24K 0.01%
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514
$24K 0.01%
736
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515
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750
516
$24K 0.01%
266
517
$24K 0.01%
525
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518
$23K 0.01%
200
519
$23K 0.01%
338
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520
$23K 0.01%
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521
$23K 0.01%
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600
523
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3,000
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524
$23K 0.01%
1,500
525
$23K 0.01%
219
19 20
21
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