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
526
$26K 0.01%
1,900
+900
527
$26K 0.01%
500
528
$26K 0.01%
4,648
-5,125
529
$26K 0.01%
465
530
$26K 0.01%
321
-111
531
$26K 0.01%
1,696
+150
532
$26K 0.01%
623
+15
533
$25K 0.01%
350
534
$25K 0.01%
500
535
$25K 0.01%
289
+233
536
$24K 0.01%
450
537
$24K 0.01%
3,488
538
$24K 0.01%
117
-102
539
$24K 0.01%
+902
540
$23K 0.01%
1,700
541
$23K 0.01%
600
-500
542
$23K 0.01%
1,554
+645
543
$23K 0.01%
3,208
-48
544
$23K 0.01%
517
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545
$23K 0.01%
214
546
$22K 0.01%
550
-100
547
$22K 0.01%
231
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548
$22K 0.01%
326
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549
$22K 0.01%
325
-125
550
$22K 0.01%
505
+315
20 21
22
23 24