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
51
$2.05M 0.73%
+170,006
52
$2.02M 0.72%
48,154
+4,840
53
$1.98M 0.7%
49,633
+39,520
54
$1.93M 0.69%
18,609
+1,937
55
$1.92M 0.68%
18,325
+893
56
$1.91M 0.68%
95,822
-43,027
57
$1.82M 0.65%
15,296
-8,135
58
$1.8M 0.64%
18,744
-1,632
59
$1.78M 0.63%
58,253
+52,813
60
$1.77M 0.63%
44,439
+4,609
61
$1.77M 0.63%
18,640
-377
62
$1.71M 0.61%
16,959
+3,003
63
$1.65M 0.59%
68,953
+66,063
64
$1.63M 0.58%
27,162
-7,024
65
$1.62M 0.58%
69,724
-128,460
66
$1.59M 0.57%
25,685
+8,590
67
$1.58M 0.56%
59,498
-1,293
68
$1.54M 0.55%
13,023
-299
69
$1.49M 0.53%
24,990
+1,320
70
$1.44M 0.51%
28,935
-26,285
71
$1.43M 0.51%
11,953
-6,548
72
$1.39M 0.5%
47,502
+38,002
73
$1.35M 0.48%
11,526
-485
74
$1.33M 0.47%
26,129
-3,520
75
$1.31M 0.47%
76,269
+15,343
1 2
3
4 5