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
951
$1K ﹤0.01%
136
+1
952
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12
953
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20
-260
954
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15
-22
955
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50
956
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15
957
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57
958
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370
-2,250
959
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26
960
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29
961
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210
962
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40
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963
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16
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964
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+200
965
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7
-3
966
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50
967
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125
-1,310
968
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+300
969
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50
970
$1K ﹤0.01%
+738
971
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28
-54
972
$1K ﹤0.01%
190
973
$1K ﹤0.01%
300
974
$1K ﹤0.01%
357
975
$1K ﹤0.01%
25
37 38
39
40 41