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
876
$1K ﹤0.01%
40
877
$1K ﹤0.01%
300
+120
878
$1K ﹤0.01%
20
879
$1K ﹤0.01%
75
880
$1K ﹤0.01%
12
-701
881
$1K ﹤0.01%
10
-208
882
$1K ﹤0.01%
10
883
$1K ﹤0.01%
131
+1
884
$1K ﹤0.01%
20
885
$1K ﹤0.01%
32
886
$1K ﹤0.01%
27
+1
887
$1K ﹤0.01%
12
888
$1K ﹤0.01%
130
889
$1K ﹤0.01%
57
890
$1K ﹤0.01%
29
891
$1K ﹤0.01%
10
892
$1K ﹤0.01%
38
-7
893
$1K ﹤0.01%
20
894
$1K ﹤0.01%
50
895
$1K ﹤0.01%
164
-976
896
$1K ﹤0.01%
+100
897
$1K ﹤0.01%
190
898
$1K ﹤0.01%
357
899
– –
-4,355
900
– –
-600
34 35
36
37 38