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
1026
– –
-2,435
1027
– –
-200
1028
– –
-100
1029
– –
-165
1030
– –
-716
1031
– –
-100
1032
– –
-23
1033
– –
-1,065
1034
– –
-77
1035
$0 ﹤0.01%
25
1036
– –
-16
1037
– –
-10
1038
– –
-572
1039
– –
-654
1040
– –
-3,237
1041
$0 ﹤0.01%
5
1042
– –
-80
1043
– –
-20
1044
$0 ﹤0.01%
10
-10
1045
– –
-250
1046
$0 ﹤0.01%
33
1047
$0 ﹤0.01%
+150
1048
– –
-15,556
1049
– –
-5
1050
– –
-16
40 41
42
43 44