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
876
$1K ﹤0.01%
566
+24
877
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120
878
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40
879
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300
+120
880
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20
881
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75
882
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12
-701
883
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10
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884
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10
885
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131
+1
886
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20
887
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32
888
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27
+1
889
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12
890
$1K ﹤0.01%
130
891
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57
892
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29
893
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10
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38
-7
895
$1K ﹤0.01%
20
896
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50
897
$1K ﹤0.01%
164
-976
898
$1K ﹤0.01%
357
899
– –
-14
900
$0 ﹤0.01%
+1
34 35
36
37 38