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
826
$5K ﹤0.01%
265
-711
827
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+200
828
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+200
829
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43
830
$5K ﹤0.01%
20
831
$5K ﹤0.01%
+300
832
$5K ﹤0.01%
170
-9,291
833
$4K ﹤0.01%
170
834
$4K ﹤0.01%
1,000
835
$4K ﹤0.01%
245
836
$4K ﹤0.01%
280
-90
837
$4K ﹤0.01%
52
838
$4K ﹤0.01%
45
839
$4K ﹤0.01%
+150
840
$4K ﹤0.01%
100
841
$4K ﹤0.01%
+50
842
$4K ﹤0.01%
460
-610
843
$4K ﹤0.01%
+100
844
$4K ﹤0.01%
55
-450
845
$4K ﹤0.01%
84
846
$4K ﹤0.01%
159
-480
847
$4K ﹤0.01%
410
-560
848
$4K ﹤0.01%
48
849
$4K ﹤0.01%
84
-309
850
$4K ﹤0.01%
+80
32 33
34
35 36