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
176
$267K 0.1%
4,379
-674
177
$261K 0.09%
2,200
178
$261K 0.09%
16,949
+4,079
179
$261K 0.09%
18,054
+9,775
180
$256K 0.09%
+2,325
181
$252K 0.09%
+7,969
182
$249K 0.09%
4,456
+2,023
183
$249K 0.09%
5,768
+1,595
184
$248K 0.09%
3,167
+1,690
185
$244K 0.09%
2,853
-45
186
$242K 0.09%
9,757
+1,425
187
$242K 0.09%
12,801
-3,235
188
$241K 0.09%
+8,906
189
$238K 0.08%
2,720
-2
190
$236K 0.08%
8,970
191
$233K 0.08%
33,136
+21,221
192
$231K 0.08%
5,047
+450
193
$228K 0.08%
5,834
-98
194
$223K 0.08%
5,455
+4,735
195
$220K 0.08%
8,458
+911
196
$219K 0.08%
6,400
+1,900
197
$217K 0.08%
5,294
-38,716
198
$216K 0.08%
3,386
+1,369
199
$215K 0.08%
2,470
+140
200
$213K 0.08%
4,805
+2,156
6 7
8
9 10