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
$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
676
$10K ﹤0.01%
230
+80
677
$10K ﹤0.01%
700
678
$10K ﹤0.01%
180
-13
679
$9K ﹤0.01%
300
680
$9K ﹤0.01%
800
681
$9K ﹤0.01%
200
682
$9K ﹤0.01%
642
+334
683
$9K ﹤0.01%
300
684
$9K ﹤0.01%
200
685
$9K ﹤0.01%
799
686
$9K ﹤0.01%
292
687
$9K ﹤0.01%
180
688
$9K ﹤0.01%
114
689
$9K ﹤0.01%
260
690
$9K ﹤0.01%
500
691
$9K ﹤0.01%
285
692
$9K ﹤0.01%
573
+133
693
$9K ﹤0.01%
860
-580
694
$9K ﹤0.01%
65
+55
695
$9K ﹤0.01%
100
696
$9K ﹤0.01%
+100
697
$9K ﹤0.01%
278
-20
698
$9K ﹤0.01%
42
699
$9K ﹤0.01%
950
700
$9K ﹤0.01%
200
26 27
28
29 30