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
$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
801
$4K ﹤0.01%
49
-2
802
$4K ﹤0.01%
1,000
803
$4K ﹤0.01%
176
804
$3K ﹤0.01%
50
805
$3K ﹤0.01%
200
806
$3K ﹤0.01%
245
807
$3K ﹤0.01%
230
+110
808
$3K ﹤0.01%
110
-100
809
$3K ﹤0.01%
69
-1
810
$3K ﹤0.01%
60
-39
811
$3K ﹤0.01%
250
812
$3K ﹤0.01%
100
813
$3K ﹤0.01%
100
814
$3K ﹤0.01%
100
815
$3K ﹤0.01%
+70
816
$3K ﹤0.01%
+42
817
$3K ﹤0.01%
+166
818
$3K ﹤0.01%
70
819
$3K ﹤0.01%
28
-357
820
$3K ﹤0.01%
100
821
$3K ﹤0.01%
232
-18
822
$3K ﹤0.01%
101
823
$3K ﹤0.01%
38
824
$3K ﹤0.01%
450
825
$3K ﹤0.01%
200
-4,503
31 32
33
34 35