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
926
$2K ﹤0.01%
81
927
$2K ﹤0.01%
+59
928
$1K ﹤0.01%
35
929
$1K ﹤0.01%
+125
930
$1K ﹤0.01%
90
931
$1K ﹤0.01%
11
-16
932
$1K ﹤0.01%
62
+25
933
$1K ﹤0.01%
448
934
$1K ﹤0.01%
250
-3,875
935
$1K ﹤0.01%
45
936
$1K ﹤0.01%
36
-55
937
$1K ﹤0.01%
+150
938
$1K ﹤0.01%
+20
939
$1K ﹤0.01%
59
-89
940
$1K ﹤0.01%
65
-725
941
$1K ﹤0.01%
16
942
$1K ﹤0.01%
75
943
$1K ﹤0.01%
50
-251
944
$1K ﹤0.01%
60
-925
945
$1K ﹤0.01%
27
-52
946
$1K ﹤0.01%
77
-123
947
$1K ﹤0.01%
10
948
$1K ﹤0.01%
48
-2,966
949
$1K ﹤0.01%
+6
950
$1K ﹤0.01%
81
-8,662
36 37
38
39 40