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
776
$6K ﹤0.01%
+200
777
$6K ﹤0.01%
86
778
$6K ﹤0.01%
60
-32,364
779
$6K ﹤0.01%
260
780
$6K ﹤0.01%
412
781
$6K ﹤0.01%
+256
782
$6K ﹤0.01%
98
-286
783
$6K ﹤0.01%
231
784
$6K ﹤0.01%
1,025
-1,700
785
$6K ﹤0.01%
455
786
$6K ﹤0.01%
472
787
$6K ﹤0.01%
50
-145
788
$6K ﹤0.01%
150
+70
789
$6K ﹤0.01%
+75
790
$6K ﹤0.01%
114
791
$6K ﹤0.01%
744
-782
792
$6K ﹤0.01%
775
793
$6K ﹤0.01%
+100
794
$6K ﹤0.01%
68
795
$6K ﹤0.01%
50
796
$6K ﹤0.01%
400
797
$6K ﹤0.01%
+222
798
$6K ﹤0.01%
1,165
+365
799
$6K ﹤0.01%
790
800
$6K ﹤0.01%
235
-540
30 31
32
33 34