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
701
$8K ﹤0.01%
300
702
$8K ﹤0.01%
128
703
$8K ﹤0.01%
585
+108
704
$8K ﹤0.01%
70
705
$8K ﹤0.01%
125
+30
706
$8K ﹤0.01%
25
707
$8K ﹤0.01%
100
-200
708
$8K ﹤0.01%
203
+1
709
$8K ﹤0.01%
780
710
$8K ﹤0.01%
70
711
$8K ﹤0.01%
264
712
$8K ﹤0.01%
8
713
$8K ﹤0.01%
294
714
$8K ﹤0.01%
1,400
715
$8K ﹤0.01%
750
716
$8K ﹤0.01%
+400
717
$7K ﹤0.01%
100
718
$7K ﹤0.01%
100
719
$7K ﹤0.01%
200
720
$7K ﹤0.01%
500
721
$7K ﹤0.01%
75
-23,995
722
$7K ﹤0.01%
200
-150
723
$7K ﹤0.01%
200
724
$7K ﹤0.01%
280
725
$7K ﹤0.01%
150
27 28
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