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
701
$10K ﹤0.01%
446
-5,589
702
$10K ﹤0.01%
972
+472
703
$9K ﹤0.01%
+400
704
$9K ﹤0.01%
70
-350
705
$9K ﹤0.01%
200
706
$9K ﹤0.01%
+370
707
$9K ﹤0.01%
+720
708
$9K ﹤0.01%
400
+200
709
$9K ﹤0.01%
1,000
710
$9K ﹤0.01%
189
+15
711
$9K ﹤0.01%
75
+63
712
$9K ﹤0.01%
50
713
$9K ﹤0.01%
221
714
$9K ﹤0.01%
100
715
$9K ﹤0.01%
220
-600
716
$9K ﹤0.01%
50
717
$8K ﹤0.01%
254
-209
718
$8K ﹤0.01%
163
-158
719
$8K ﹤0.01%
+50
720
$8K ﹤0.01%
+64
721
$8K ﹤0.01%
90
722
$8K ﹤0.01%
291
-184
723
$8K ﹤0.01%
500
724
$8K ﹤0.01%
+200
725
$8K ﹤0.01%
292
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