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
76
$1.87M 0.46%
50,175
-406
77
$1.77M 0.44%
43,573
+16,548
78
$1.6M 0.4%
19,557
+2,467
79
$1.57M 0.39%
11,848
-361
80
$1.57M 0.39%
50,366
-598
81
$1.55M 0.38%
18,259
+16,731
82
$1.54M 0.38%
18,549
-615
83
$1.53M 0.38%
14,627
+1,614
84
$1.47M 0.36%
12,917
+8,228
85
$1.45M 0.36%
29,912
-15,558
86
$1.44M 0.35%
54,811
+4,339
87
$1.4M 0.34%
28,616
-297
88
$1.4M 0.34%
106,191
+16,620
89
$1.39M 0.34%
51,785
+18,563
90
$1.34M 0.33%
11,353
+697
91
$1.33M 0.33%
71,573
+903
92
$1.31M 0.32%
10,657
-58
93
$1.3M 0.32%
11,786
+1,215
94
$1.3M 0.32%
25,638
+1,749
95
$1.26M 0.31%
19,416
-74
96
$1.22M 0.3%
15,551
-1,820
97
$1.19M 0.29%
73,599
-8,248
98
$1.18M 0.29%
38,370
-1,945
99
$1.18M 0.29%
56,093
+29,600
100
$1.18M 0.29%
14,373
+3,946
2 3
4
5 6