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
651
$11K ﹤0.01%
150
652
$11K ﹤0.01%
190
+20
653
$11K ﹤0.01%
225
654
$11K ﹤0.01%
378
655
$11K ﹤0.01%
200
656
$11K ﹤0.01%
300
657
$11K ﹤0.01%
175
658
$11K ﹤0.01%
180
+61
659
$11K ﹤0.01%
300
660
$11K ﹤0.01%
406
661
$11K ﹤0.01%
172
-33,547
662
$10K ﹤0.01%
200
663
$10K ﹤0.01%
176
-13
664
$10K ﹤0.01%
161
+38
665
$10K ﹤0.01%
+300
666
$10K ﹤0.01%
980
+150
667
$10K ﹤0.01%
494
668
$10K ﹤0.01%
300
669
$10K ﹤0.01%
80
670
$10K ﹤0.01%
305
-1,384
671
$10K ﹤0.01%
300
672
$10K ﹤0.01%
295
673
$10K ﹤0.01%
1,084
+26
674
$10K ﹤0.01%
249
-48,447
675
$10K ﹤0.01%
67
25 26
27
28 29