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
126
$540K 0.19%
8,885
-8,060
127
$526K 0.19%
19,984
+1,412
128
$525K 0.19%
9,419
+5,115
129
$521K 0.19%
16,728
+1,606
130
$516K 0.18%
6,270
+100
131
$512K 0.18%
4,276
+1,035
132
$507K 0.18%
18,003
+9,061
133
$500K 0.18%
4,605
-976
134
$499K 0.18%
6,513
+403
135
$485K 0.17%
12,637
-13,768
136
$484K 0.17%
9,116
+910
137
$482K 0.17%
22,527
+141
138
$476K 0.17%
3,908
-458
139
$451K 0.16%
4,456
-1,196
140
$440K 0.16%
17,674
+742
141
$436K 0.16%
28,361
-1,705
142
$430K 0.15%
8,118
+5
143
$424K 0.15%
19,065
+1,105
144
$419K 0.15%
9,463
+368
145
$412K 0.15%
5,923
-1,025
146
$402K 0.14%
4,457
+297
147
$399K 0.14%
6,470
+129
148
$395K 0.14%
3,402
149
$390K 0.14%
4,857
-933
150
$388K 0.14%
7,490
-340
4 5
6
7 8