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
726
$7K ﹤0.01%
190
727
$7K ﹤0.01%
75
-7,234
728
$7K ﹤0.01%
398
-24
729
$7K ﹤0.01%
1,372
730
$7K ﹤0.01%
296
+2
731
$7K ﹤0.01%
265
-78,576
732
$7K ﹤0.01%
1,310
+66
733
$7K ﹤0.01%
100
734
$7K ﹤0.01%
64
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735
$7K ﹤0.01%
371
-117,735
736
$7K ﹤0.01%
1,000
737
$7K ﹤0.01%
220
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738
$6K ﹤0.01%
129
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739
$6K ﹤0.01%
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$6K ﹤0.01%
1
741
$6K ﹤0.01%
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742
$6K ﹤0.01%
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743
$6K ﹤0.01%
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$6K ﹤0.01%
800
746
$6K ﹤0.01%
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$6K ﹤0.01%
275
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$6K ﹤0.01%
290
+90
749
$6K ﹤0.01%
135
+1
750
$6K ﹤0.01%
664
28 29
30
31 32