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
201
$213K 0.08%
3,758
+327
202
$210K 0.07%
13,200
203
$209K 0.07%
2,900
204
$207K 0.07%
3,935
+37
205
$195K 0.07%
4,557
+3,668
206
$193K 0.07%
3,340
+2
207
$191K 0.07%
4,272
+164
208
$190K 0.07%
3,865
+3,665
209
$189K 0.07%
+5,305
210
$180K 0.06%
1,818
+1
211
$179K 0.06%
2,040
-598
212
$178K 0.06%
7,016
+1,205
213
$177K 0.06%
2,960
214
$171K 0.06%
2,585
+1,274
215
$169K 0.06%
1,374
-16,737
216
$168K 0.06%
2,343
+971
217
$166K 0.06%
1,934
+397
218
$165K 0.06%
6,330
+666
219
$165K 0.06%
1,522
220
$165K 0.06%
6,500
-400
221
$164K 0.06%
4,184
222
$163K 0.06%
7,615
-536
223
$163K 0.06%
+6,600
224
$162K 0.06%
1,407
225
$161K 0.06%
5,304
-226
7 8
9
10 11