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
176
$392K 0.1%
16,338
+10,938
177
$391K 0.1%
9,211
+2,681
178
$391K 0.1%
5,013
+459
179
$387K 0.1%
35,010
+21
180
$386K 0.1%
18,892
+584
181
$381K 0.09%
3,768
-434
182
$371K 0.09%
4,009
-74
183
$368K 0.09%
14,416
+19
184
$363K 0.09%
5,180
185
$361K 0.09%
7,418
+714
186
$358K 0.09%
4,287
+4,175
187
$349K 0.09%
3,983
-370
188
$339K 0.08%
4,801
-387
189
$335K 0.08%
6,163
+2,989
190
$327K 0.08%
3,370
-975
191
$324K 0.08%
6,635
+4,600
192
$321K 0.08%
4,813
-84
193
$318K 0.08%
4,665
+1,263
194
$314K 0.08%
3,556
+1,016
195
$314K 0.08%
6,452
-1,692
196
$312K 0.08%
+3,941
197
$310K 0.08%
4,115
+3,083
198
$307K 0.08%
2,863
-213
199
$305K 0.08%
6,222
+2,512
200
$305K 0.08%
3,075
+443
6 7
8
9 10