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
551
$20K 0.01%
214
552
$20K 0.01%
451
+202
553
$20K 0.01%
915
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554
$19K 0.01%
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555
$19K 0.01%
2,500
556
$19K 0.01%
931
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557
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514
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558
$19K 0.01%
252
559
$19K 0.01%
567
560
$19K 0.01%
175
561
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887
-33
562
$19K 0.01%
+1,067
563
$19K 0.01%
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564
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565
$18K 0.01%
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566
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240
567
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760
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568
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$18K 0.01%
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571
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572
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515
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573
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320
574
$17K 0.01%
1,181
-1,024
575
$17K 0.01%
404
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21 22
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24 25