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
151
$384K 0.14%
8,231
-48,065
152
$375K 0.13%
3,187
-18,107
153
$375K 0.13%
15,575
-861
154
$373K 0.13%
16,090
155
$372K 0.13%
8,526
-5
156
$367K 0.13%
1,407
-795
157
$353K 0.13%
11,700
158
$352K 0.13%
2,694
+822
159
$341K 0.12%
11,031
-89
160
$323K 0.12%
33,833
+563
161
$313K 0.11%
5,674
-2,318
162
$308K 0.11%
2,592
-108
163
$306K 0.11%
3,216
+154
164
$305K 0.11%
4,103
165
$303K 0.11%
2,619
166
$300K 0.11%
12,980
+8,739
167
$294K 0.1%
5,513
-439
168
$293K 0.1%
3,382
-925
169
$288K 0.1%
3,885
+206
170
$280K 0.1%
2,798
+2,573
171
$275K 0.1%
4,338
+2
172
$274K 0.1%
7,991
+3,291
173
$274K 0.1%
7,227
+1,827
174
$273K 0.1%
2,400
175
$270K 0.1%
1,784
-15
5 6
7
8 9