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
1001
– –
-150
1002
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1003
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-36
1004
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-316
1005
– –
-363
1006
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1007
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-142
1008
– –
-250
1009
– –
-50
1010
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-812
1011
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-884
1012
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-128
1013
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-125
1014
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-12
1015
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-243
1016
– –
-120
1017
– –
-3,167
1018
– –
-89
1019
$0 ﹤0.01%
1
1020
– –
-287
1021
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-190
1022
– –
-55
1023
– –
-40
1024
– –
-60
1025
– –
-100
39 40
41
42 43