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
876
$3K ﹤0.01%
113
877
$3K ﹤0.01%
21
878
$3K ﹤0.01%
39
879
$3K ﹤0.01%
330
880
$3K ﹤0.01%
30
-423
881
$3K ﹤0.01%
8
+5
882
$3K ﹤0.01%
450
883
$3K ﹤0.01%
114
+1
884
$3K ﹤0.01%
90
-210
885
$3K ﹤0.01%
+150
886
$3K ﹤0.01%
50
887
$3K ﹤0.01%
153
888
$3K ﹤0.01%
+140
889
$3K ﹤0.01%
+10
890
$3K ﹤0.01%
57
-33,677
891
$3K ﹤0.01%
325
892
$3K ﹤0.01%
+800
893
$3K ﹤0.01%
1,000
894
$3K ﹤0.01%
316
-298
895
$3K ﹤0.01%
+41
896
$3K ﹤0.01%
50
-102
897
$2K ﹤0.01%
332
898
$2K ﹤0.01%
+54
899
$2K ﹤0.01%
40
-178
900
$2K ﹤0.01%
38
+8
34 35
36
37 38