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
751
$7K ﹤0.01%
660
+600
752
$7K ﹤0.01%
192
753
$7K ﹤0.01%
300
-330
754
$7K ﹤0.01%
325
755
$7K ﹤0.01%
47
756
$7K ﹤0.01%
+138
757
$7K ﹤0.01%
300
758
$7K ﹤0.01%
149
759
$7K ﹤0.01%
+226
760
$7K ﹤0.01%
121
+1
761
$7K ﹤0.01%
+305
762
$7K ﹤0.01%
465
-380
763
$7K ﹤0.01%
61
764
$7K ﹤0.01%
210
765
$7K ﹤0.01%
25
-5
766
$7K ﹤0.01%
15
767
$7K ﹤0.01%
200
768
$7K ﹤0.01%
225
-570
769
$7K ﹤0.01%
86
-200
770
$7K ﹤0.01%
115
771
$7K ﹤0.01%
100
772
$7K ﹤0.01%
70
773
$7K ﹤0.01%
90
774
$6K ﹤0.01%
38
775
$6K ﹤0.01%
89
29 30
31
32 33