RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$7.84M
2
+$4.56M
3
+$3.19M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.61M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.6M

Top Sells

1
+$2.73M
2
+$2.3M
3
+$2.3M
4
ARLP icon
Alliance Resource Partners
ARLP
+$2.15M
5
LUV icon
Southwest Airlines
LUV
+$2.13M

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