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
1076
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-15
1077
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-160
1078
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1079
$0 ﹤0.01%
31
1080
$0 ﹤0.01%
100
1081
$0 ﹤0.01%
44
1082
– –
-80
1083
– –
-575
1084
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-100
1085
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-300
1086
– –
-180
1087
$0 ﹤0.01%
100
1088
– –
-38,834
1089
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-115
1090
– –
-700
1091
$0 ﹤0.01%
4
1092
– –
-2,231
1093
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-400
1094
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-79
1095
– –
-100
1096
– –
-818
1097
– –
-150
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