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
626
$14K ﹤0.01%
1,175
627
$14K ﹤0.01%
170
628
$14K ﹤0.01%
295
629
$14K ﹤0.01%
1,661
-1,106
630
$14K ﹤0.01%
385
631
$14K ﹤0.01%
298
+145
632
$14K ﹤0.01%
1,000
633
$14K ﹤0.01%
335
634
$13K ﹤0.01%
+1,415
635
$13K ﹤0.01%
650
636
$13K ﹤0.01%
200
637
$13K ﹤0.01%
378
638
$13K ﹤0.01%
377
-224
639
$13K ﹤0.01%
+1,327
640
$13K ﹤0.01%
290
+175
641
$13K ﹤0.01%
187
+130
642
$13K ﹤0.01%
265
643
$13K ﹤0.01%
325
-275
644
$13K ﹤0.01%
200
645
$12K ﹤0.01%
+1,780
646
$12K ﹤0.01%
683
-689
647
$12K ﹤0.01%
300
648
$12K ﹤0.01%
600
649
$12K ﹤0.01%
175
-20
650
$12K ﹤0.01%
333
24 25
26
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