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
701
$8K ﹤0.01%
8
702
$8K ﹤0.01%
300
703
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128
704
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585
+108
705
$8K ﹤0.01%
70
706
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125
+30
707
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25
708
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-200
709
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203
+1
710
$8K ﹤0.01%
780
711
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70
712
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264
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%
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720
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500
721
$7K ﹤0.01%
75
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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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