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
576
$17K 0.01%
+3,642
577
$17K 0.01%
708
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$17K 0.01%
913
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$16K 0.01%
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$16K 0.01%
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-9,864
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582
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586
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262
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587
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570
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590
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$15K 0.01%
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592
$15K 0.01%
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597
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500
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600
$15K 0.01%
261
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22 23
24
25 26