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
776
$5K ﹤0.01%
172
777
$5K ﹤0.01%
200
778
$5K ﹤0.01%
294
779
$5K ﹤0.01%
504
+304
780
$4K ﹤0.01%
36
781
$4K ﹤0.01%
92
+1
782
$4K ﹤0.01%
100
783
$4K ﹤0.01%
52
-47
784
$4K ﹤0.01%
100
-40
785
$4K ﹤0.01%
50
786
$4K ﹤0.01%
60
-20
787
$4K ﹤0.01%
300
788
$4K ﹤0.01%
100
789
$4K ﹤0.01%
1
790
$4K ﹤0.01%
36
791
$4K ﹤0.01%
+300
792
$4K ﹤0.01%
67
793
$4K ﹤0.01%
210
794
$4K ﹤0.01%
76
-4
795
$4K ﹤0.01%
2
796
$4K ﹤0.01%
153
797
$4K ﹤0.01%
150
798
$4K ﹤0.01%
400
799
$4K ﹤0.01%
160
800
$4K ﹤0.01%
114
-12
30 31
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33 34