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
651
$12K ﹤0.01%
91
-41
652
$12K ﹤0.01%
1,500
653
$12K ﹤0.01%
1,475
654
$12K ﹤0.01%
+404
655
$12K ﹤0.01%
+1,410
656
$12K ﹤0.01%
+101
657
$12K ﹤0.01%
+516
658
$12K ﹤0.01%
+250
659
$12K ﹤0.01%
1,155
-1,120
660
$12K ﹤0.01%
85
-260
661
$12K ﹤0.01%
452
-322
662
$11K ﹤0.01%
199
+100
663
$11K ﹤0.01%
+200
664
$11K ﹤0.01%
78
+50
665
$11K ﹤0.01%
255
+30
666
$11K ﹤0.01%
180
667
$11K ﹤0.01%
+375
668
$11K ﹤0.01%
160
+64
669
$11K ﹤0.01%
+500
670
$11K ﹤0.01%
+1,294
671
$11K ﹤0.01%
200
672
$11K ﹤0.01%
71
673
$11K ﹤0.01%
354
-615
674
$11K ﹤0.01%
170
-270
675
$11K ﹤0.01%
+253
25 26
27
28 29