RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
601
$16K ﹤0.01%
1,036
602
$16K ﹤0.01%
150
-1
603
$16K ﹤0.01%
1,000
604
$16K ﹤0.01%
100
605
$16K ﹤0.01%
3,000
606
$15K ﹤0.01%
799
607
$15K ﹤0.01%
650
608
$15K ﹤0.01%
480
+380
609
$15K ﹤0.01%
500
610
$15K ﹤0.01%
275
-3,765
611
$15K ﹤0.01%
706
+3
612
$15K ﹤0.01%
320
-335
613
$15K ﹤0.01%
553
-131
614
$15K ﹤0.01%
+304
615
$15K ﹤0.01%
+1,056
616
$15K ﹤0.01%
300
+100
617
$15K ﹤0.01%
+119
618
$15K ﹤0.01%
3,245
619
$15K ﹤0.01%
605
+13
620
$15K ﹤0.01%
431
-377
621
$15K ﹤0.01%
200
-184
622
$14K ﹤0.01%
+200
623
$14K ﹤0.01%
756
+476
624
$14K ﹤0.01%
250
-75
625
$14K ﹤0.01%
809
23 24
25
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