RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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%
89
777
$6K ﹤0.01%
+200
778
$6K ﹤0.01%
86
779
$6K ﹤0.01%
60
-32,364
780
$6K ﹤0.01%
260
781
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412
782
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+256
783
$6K ﹤0.01%
100
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784
$6K ﹤0.01%
231
785
$6K ﹤0.01%
1,025
-1,700
786
$6K ﹤0.01%
455
787
$6K ﹤0.01%
472
788
$6K ﹤0.01%
50
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789
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150
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790
$6K ﹤0.01%
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791
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744
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68
795
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400
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$6K ﹤0.01%
+222
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$6K ﹤0.01%
1,165
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799
$6K ﹤0.01%
790
800
$6K ﹤0.01%
235
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30 31
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