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
801
$6K ﹤0.01%
265
802
$6K ﹤0.01%
37
803
$5K ﹤0.01%
308
804
$5K ﹤0.01%
212
805
$5K ﹤0.01%
100
806
$5K ﹤0.01%
441
-851
807
$5K ﹤0.01%
50
808
$5K ﹤0.01%
100
-2,500
809
$5K ﹤0.01%
97
-306
810
$5K ﹤0.01%
+50
811
$5K ﹤0.01%
95
-31
812
$5K ﹤0.01%
+200
813
$5K ﹤0.01%
80
-715
814
$5K ﹤0.01%
61
815
$5K ﹤0.01%
250
+131
816
$5K ﹤0.01%
185
817
$5K ﹤0.01%
+200
818
$5K ﹤0.01%
500
819
$5K ﹤0.01%
+160
820
$5K ﹤0.01%
72
+30
821
$5K ﹤0.01%
146
822
$5K ﹤0.01%
210
823
$5K ﹤0.01%
26
824
$5K ﹤0.01%
200
825
$5K ﹤0.01%
100
31 32
33
34 35