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
101
$1.17M 0.29%
53,102
+2,237
102
$1.15M 0.28%
28,381
+4,848
103
$1.15M 0.28%
28,093
+3,311
104
$1.14M 0.28%
10,825
+2,429
105
$1.1M 0.27%
16,421
-259
106
$1.09M 0.27%
9,865
+551
107
$1.08M 0.27%
11,888
+10,292
108
$1.05M 0.26%
13,381
-1,927
109
$1.04M 0.26%
43,200
110
$1.04M 0.26%
7,525
+1,669
111
$996K 0.25%
37,976
+4,332
112
$992K 0.25%
24,094
+909
113
$970K 0.24%
11,409
+6,783
114
$958K 0.24%
12,080
-4,280
115
$936K 0.23%
8,917
+2,835
116
$934K 0.23%
12,889
+803
117
$909K 0.22%
9,745
-157
118
$901K 0.22%
+17,068
119
$896K 0.22%
27,994
+1,622
120
$864K 0.21%
15,610
+10,300
121
$845K 0.21%
14,930
+2,866
122
$830K 0.21%
23,203
-1
123
$810K 0.2%
11,681
+1,650
124
$794K 0.2%
31,407
-976
125
$793K 0.2%
45,066
-23,852
3 4
5
6 7