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
626
$13K ﹤0.01%
6,365
627
$13K ﹤0.01%
235
-70
628
$13K ﹤0.01%
298
+1
629
$13K ﹤0.01%
250
630
$13K ﹤0.01%
335
631
$13K ﹤0.01%
500
632
$12K ﹤0.01%
247
633
$12K ﹤0.01%
131
634
$12K ﹤0.01%
333
635
$12K ﹤0.01%
489
+10
636
$12K ﹤0.01%
336
637
$12K ﹤0.01%
580
638
$12K ﹤0.01%
400
639
$12K ﹤0.01%
291
640
$12K ﹤0.01%
109
641
$12K ﹤0.01%
334
-12
642
$12K ﹤0.01%
438
-24
643
$12K ﹤0.01%
215
644
$12K ﹤0.01%
300
645
$12K ﹤0.01%
400
646
$12K ﹤0.01%
200
647
$12K ﹤0.01%
320
-140
648
$11K ﹤0.01%
200
+80
649
$11K ﹤0.01%
194
-18
650
$11K ﹤0.01%
185
24 25
26
27 28