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
726
$8K ﹤0.01%
213
727
$8K ﹤0.01%
+200
728
$8K ﹤0.01%
+125
729
$8K ﹤0.01%
+300
730
$8K ﹤0.01%
192
731
$8K ﹤0.01%
+100
732
$8K ﹤0.01%
214
733
$8K ﹤0.01%
494
734
$8K ﹤0.01%
350
735
$8K ﹤0.01%
136
736
$8K ﹤0.01%
+572
737
$8K ﹤0.01%
+1,120
738
$8K ﹤0.01%
759
739
$8K ﹤0.01%
745
-909
740
$8K ﹤0.01%
47
741
$8K ﹤0.01%
1,129
+45
742
$8K ﹤0.01%
77
743
$8K ﹤0.01%
118
-486
744
$7K ﹤0.01%
+170
745
$7K ﹤0.01%
+500
746
$7K ﹤0.01%
100
747
$7K ﹤0.01%
300
748
$7K ﹤0.01%
184
+1
749
$7K ﹤0.01%
120
750
$7K ﹤0.01%
+500
28 29
30
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