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
901
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902
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903
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904
– –
-1,400
905
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-4
906
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-1,250
907
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-284
908
– –
-500
909
$0 ﹤0.01%
10
-962
910
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-120
911
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0
912
– –
-476
913
$0 ﹤0.01%
2
914
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-223
915
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-1,207
916
$0 ﹤0.01%
10
-70
917
– –
-5,230
918
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-230
919
$0 ﹤0.01%
51
920
– –
-40
921
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-200
922
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-628
923
– –
-2,217
924
– –
-5
925
– –
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35 36
37
38 39