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
51
$2.73M 0.67%
+35,081
52
$2.73M 0.67%
93,377
-3,082
53
$2.67M 0.66%
71,887
+7,308
54
$2.67M 0.66%
43,715
+4,588
55
$2.6M 0.64%
26,322
+51
56
$2.59M 0.64%
16,889
+2,553
57
$2.59M 0.64%
33,714
-1,298
58
$2.58M 0.64%
22,727
-3,848
59
$2.53M 0.62%
25,928
+4,621
60
$2.52M 0.62%
161,405
+58,914
61
$2.46M 0.61%
32,693
+4,591
62
$2.42M 0.6%
24,963
+4,712
63
$2.35M 0.58%
2,019
+577
64
$2.35M 0.58%
23,307
+2,742
65
$2.28M 0.56%
51,042
+101
66
$2.23M 0.55%
36,797
+5,500
67
$2.19M 0.54%
43,746
+12,273
68
$2.19M 0.54%
26,185
+4,288
69
$2.15M 0.53%
101,496
-3,898
70
$2.12M 0.52%
17,855
+802
71
$2.11M 0.52%
35,728
-1,610
72
$2.1M 0.52%
99,358
+6,065
73
$2.05M 0.51%
30,028
-51,956
74
$1.98M 0.49%
76,485
-33,973
75
$1.97M 0.49%
24,500
-1,432
1 2
3
4 5