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
826
$3K ﹤0.01%
56
-6
827
$3K ﹤0.01%
400
+200
828
$3K ﹤0.01%
294
829
$3K ﹤0.01%
80
830
$3K ﹤0.01%
+82
831
$3K ﹤0.01%
57
832
$3K ﹤0.01%
+81
833
$3K ﹤0.01%
90
834
$3K ﹤0.01%
300
835
$3K ﹤0.01%
100
836
$3K ﹤0.01%
20
837
$3K ﹤0.01%
409
838
$2K ﹤0.01%
331
+5
839
$2K ﹤0.01%
140
840
$2K ﹤0.01%
48
841
$2K ﹤0.01%
30
842
$2K ﹤0.01%
+100
843
$2K ﹤0.01%
+60
844
$2K ﹤0.01%
152
845
$2K ﹤0.01%
14
846
$2K ﹤0.01%
50
+1
847
$2K ﹤0.01%
100
848
$2K ﹤0.01%
200
849
$2K ﹤0.01%
+200
850
$2K ﹤0.01%
23
32 33
34
35 36