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
501
$31K 0.01%
760
502
$30K 0.01%
546
+436
503
$30K 0.01%
256
+100
504
$30K 0.01%
5,208
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505
$30K 0.01%
582
-168
506
$29K 0.01%
+2,600
507
$29K 0.01%
+406
508
$29K 0.01%
254
-50
509
$28K 0.01%
600
510
$28K 0.01%
806
+206
511
$28K 0.01%
257
+50
512
$28K 0.01%
637
-250
513
$28K 0.01%
476
514
$28K 0.01%
1,773
-42
515
$28K 0.01%
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516
$27K 0.01%
776
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517
$27K 0.01%
810
518
$27K 0.01%
961
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519
$27K 0.01%
430
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520
$27K 0.01%
246
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521
$27K 0.01%
650
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522
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441
523
$27K 0.01%
734
524
$26K 0.01%
896
-4
525
$26K 0.01%
855
+280
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