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
851
$2K ﹤0.01%
23
852
$2K ﹤0.01%
120
853
$2K ﹤0.01%
205
854
$2K ﹤0.01%
81
855
$2K ﹤0.01%
200
856
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35
-80
857
$2K ﹤0.01%
208
858
$2K ﹤0.01%
68
859
$2K ﹤0.01%
68
860
$2K ﹤0.01%
200
861
$2K ﹤0.01%
110
862
$2K ﹤0.01%
63
-1,337
863
$2K ﹤0.01%
70
864
$2K ﹤0.01%
39
865
$2K ﹤0.01%
150
866
$2K ﹤0.01%
+69
867
$1K ﹤0.01%
+100
868
$1K ﹤0.01%
190
869
$1K ﹤0.01%
110
870
$1K ﹤0.01%
+50
871
$1K ﹤0.01%
35
872
$1K ﹤0.01%
35
873
$1K ﹤0.01%
30
874
$1K ﹤0.01%
90
+28
875
$1K ﹤0.01%
170
33 34
35
36 37