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
601
$15K 0.01%
+293
602
$15K 0.01%
208
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603
$15K 0.01%
400
604
$15K 0.01%
162
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605
$14K 0.01%
155
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606
$14K 0.01%
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607
$14K 0.01%
+288
608
$14K 0.01%
80
609
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650
610
$14K 0.01%
413
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611
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+531
612
$14K 0.01%
156
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613
$14K 0.01%
3,290
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614
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302
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615
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616
$14K 0.01%
127
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617
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618
$14K 0.01%
200
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619
$14K 0.01%
150
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$13K ﹤0.01%
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$13K ﹤0.01%
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622
$13K ﹤0.01%
909
623
$13K ﹤0.01%
100
624
$13K ﹤0.01%
375
625
$13K ﹤0.01%
2,308
23 24
25
26 27