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
126
$789K 0.19%
20,900
+623
127
$765K 0.19%
14,279
-8,151
128
$751K 0.19%
22,758
+1,725
129
$734K 0.18%
9,422
-1,277
130
$727K 0.18%
6,145
-25
131
$720K 0.18%
13,512
+100
132
$718K 0.18%
25,277
+483
133
$676K 0.17%
33,650
+63
134
$676K 0.17%
+3,191
135
$672K 0.17%
4,985
+4,952
136
$665K 0.16%
20,933
-22
137
$650K 0.16%
6,064
-644
138
$640K 0.16%
8,528
-697
139
$636K 0.16%
23,205
+6,555
140
$630K 0.16%
13,569
+297
141
$611K 0.15%
13,795
-659
142
$608K 0.15%
11,376
-995
143
$586K 0.14%
12,057
+3,040
144
$585K 0.14%
5,671
+500
145
$578K 0.14%
24,824
-305
146
$571K 0.14%
+846
147
$557K 0.14%
9,900
-300
148
$555K 0.14%
11,225
+726
149
$550K 0.14%
11,320
+942
150
$547K 0.14%
+29,999
4 5
6
7 8