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
576
$19K ﹤0.01%
552
-820
577
$19K ﹤0.01%
218
578
$19K ﹤0.01%
+375
579
$18K ﹤0.01%
1,404
+230
580
$18K ﹤0.01%
42
+30
581
$18K ﹤0.01%
+207
582
$18K ﹤0.01%
548
583
$18K ﹤0.01%
5,540
584
$18K ﹤0.01%
300
585
$18K ﹤0.01%
680
-70
586
$18K ﹤0.01%
160
+69
587
$18K ﹤0.01%
200
588
$18K ﹤0.01%
+873
589
$17K ﹤0.01%
385
+325
590
$17K ﹤0.01%
650
591
$17K ﹤0.01%
475
592
$17K ﹤0.01%
+530
593
$17K ﹤0.01%
1,230
594
$17K ﹤0.01%
350
595
$16K ﹤0.01%
+716
596
$16K ﹤0.01%
534
+346
597
$16K ﹤0.01%
285
-48,175
598
$16K ﹤0.01%
751
+644
599
$16K ﹤0.01%
510
600
$16K ﹤0.01%
200
+100
22 23
24
25 26