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
676
$11K ﹤0.01%
2,372
+1,000
677
$11K ﹤0.01%
300
-125
678
$11K ﹤0.01%
117
679
$11K ﹤0.01%
1,582
-2,295
680
$10K ﹤0.01%
+145
681
$10K ﹤0.01%
49
-988
682
$10K ﹤0.01%
200
683
$10K ﹤0.01%
+186
684
$10K ﹤0.01%
135
+100
685
$10K ﹤0.01%
+310
686
$10K ﹤0.01%
180
687
$10K ﹤0.01%
114
688
$10K ﹤0.01%
+392
689
$10K ﹤0.01%
285
690
$10K ﹤0.01%
200
-400
691
$10K ﹤0.01%
250
692
$10K ﹤0.01%
343
-193
693
$10K ﹤0.01%
56
694
$10K ﹤0.01%
+229
695
$10K ﹤0.01%
+250
696
$10K ﹤0.01%
535
697
$10K ﹤0.01%
+375
698
$10K ﹤0.01%
+950
699
$10K ﹤0.01%
+173
700
$10K ﹤0.01%
200
-100
26 27
28
29 30