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
201
$298K 0.07%
1,799
+15
202
$293K 0.07%
5,839
+5,589
203
$287K 0.07%
3,898
+2,924
204
$286K 0.07%
7,200
205
$284K 0.07%
9,484
+6,240
206
$283K 0.07%
11,763
-3,119
207
$283K 0.07%
+4,528
208
$276K 0.07%
10,112
+4,596
209
$275K 0.07%
1,969
+581
210
$273K 0.07%
3,943
+2,557
211
$272K 0.07%
11,224
-1,333
212
$272K 0.07%
2,213
+139
213
$269K 0.07%
3,502
+1,612
214
$269K 0.07%
12,726
+3,627
215
$266K 0.07%
2,544
+1,033
216
$263K 0.07%
4,612
217
$262K 0.06%
5,522
+557
218
$260K 0.06%
8,302
+2,546
219
$259K 0.06%
6,694
+1,200
220
$258K 0.06%
17,603
+13,481
221
$253K 0.06%
5,892
-88
222
$253K 0.06%
2,715
+1,733
223
$253K 0.06%
9,460
-498
224
$244K 0.06%
3,445
+2,017
225
$243K 0.06%
3,693
+184
7 8
9
10 11