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
551
$22K 0.01%
+440
552
$22K 0.01%
+7,100
553
$22K 0.01%
900
554
$21K 0.01%
1,470
+2
555
$21K 0.01%
728
+186
556
$21K 0.01%
167
+1
557
$21K 0.01%
2,800
558
$21K 0.01%
+200
559
$21K 0.01%
1,120
+188
560
$21K 0.01%
1,680
-1,185
561
$21K 0.01%
470
-76,846
562
$21K 0.01%
+364
563
$21K 0.01%
590
+515
564
$21K 0.01%
1,775
-789
565
$20K ﹤0.01%
292
-482
566
$20K ﹤0.01%
273
+25
567
$20K ﹤0.01%
591
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568
$20K ﹤0.01%
858
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569
$20K ﹤0.01%
+400
570
$20K ﹤0.01%
3,648
571
$20K ﹤0.01%
1,682
572
$19K ﹤0.01%
1,000
573
$19K ﹤0.01%
247
574
$19K ﹤0.01%
8,000
575
$19K ﹤0.01%
+719
21 22
23
24 25