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
851
$4K ﹤0.01%
50
852
$4K ﹤0.01%
168
853
$4K ﹤0.01%
+155
854
$4K ﹤0.01%
67
855
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+200
856
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+300
857
$4K ﹤0.01%
+250
858
$4K ﹤0.01%
303
859
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+190
860
$4K ﹤0.01%
6,365
861
$4K ﹤0.01%
85
+1
862
$3K ﹤0.01%
50
863
$3K ﹤0.01%
65
+4
864
$3K ﹤0.01%
404
-39
865
$3K ﹤0.01%
57
+1
866
$3K ﹤0.01%
135
867
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160
-240
868
$3K ﹤0.01%
+103
869
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+150
870
$3K ﹤0.01%
100
871
$3K ﹤0.01%
100
872
$3K ﹤0.01%
+120
873
$3K ﹤0.01%
53
874
$3K ﹤0.01%
200
875
$3K ﹤0.01%
101
33 34
35
36 37