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
151
$542K 0.13%
13,082
+293
152
$526K 0.13%
6,140
-600
153
$515K 0.13%
18,080
-11,608
154
$515K 0.13%
5,433
+4,245
155
$513K 0.13%
5,363
+2,336
156
$500K 0.12%
21,164
+14
157
$487K 0.12%
6,049
+2,918
158
$484K 0.12%
31,446
+3,388
159
$477K 0.12%
4,167
+747
160
$473K 0.12%
5,150
+803
161
$472K 0.12%
11,215
+2,162
162
$469K 0.12%
4,345
+496
163
$463K 0.11%
10,047
+380
164
$458K 0.11%
14,832
-904
165
$450K 0.11%
25,670
-5,837
166
$437K 0.11%
3,517
-79
167
$436K 0.11%
9,363
-100
168
$415K 0.1%
13,582
-736
169
$412K 0.1%
5,134
-194
170
$410K 0.1%
+8,575
171
$408K 0.1%
5,245
+263
172
$407K 0.1%
4,805
-397
173
$402K 0.1%
21,236
+1,278
174
$402K 0.1%
150,438
-500
175
$395K 0.1%
3,193
+94
5 6
7
8 9