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
$281M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.58M
3
+$3.28M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.48M

Top Sells

1
+$2.98M
2
+$2.56M
3
+$2.5M
4
NEU icon
NewMarket
NEU
+$2.35M
5
LUV icon
Southwest Airlines
LUV
+$2.26M

Sector Composition

1 Financials 7.07%
2 Energy 6.65%
3 Consumer Staples 6.23%
4 Healthcare 5.97%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$705K 0.25%
8,903
+4,503
102
$696K 0.25%
25,750
+702
103
$692K 0.25%
23,726
-781
104
$678K 0.24%
6,739
-230
105
$659K 0.23%
5,146
+271
106
$659K 0.23%
6,424
+50
107
$653K 0.23%
27,446
+1,325
108
$650K 0.23%
13,205
-301
109
$630K 0.22%
15,978
+11,732
110
$624K 0.22%
12,405
-109
111
$623K 0.22%
6,126
+64
112
$620K 0.22%
18,824
+6,625
113
$617K 0.22%
9,300
+1,500
114
$611K 0.22%
+1,966
115
$607K 0.22%
11,470
-959
116
$598K 0.21%
33,307
-87
117
$595K 0.21%
5,970
+49
118
$590K 0.21%
6,609
+1,053
119
$586K 0.21%
20,480
-965
120
$584K 0.21%
9,392
+716
121
$583K 0.21%
17,058
+6,952
122
$573K 0.2%
13,310
-532
123
$568K 0.2%
21,433
+1,781
124
$564K 0.2%
12,428
+3,268
125
$562K 0.2%
11,700
-500
3 4
5
6 7