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
1
$8M 2.85%
70,476
+70,311
2
$6.56M 2.34%
52,376
+18,923
3
$6.14M 2.19%
56,097
+41,907
4
$5.58M 1.99%
74,535
+15,991
5
$5.55M 1.98%
128,423
+8,733
6
$5.1M 1.82%
25,907
+11,585
7
$3.91M 1.39%
146,340
+23,270
8
$3.42M 1.22%
51,600
+49,405
9
$3.23M 1.15%
25,498
+19,160
10
$3.14M 1.12%
78,623
+7,158
11
$3.1M 1.1%
73,085
+57,135
12
$3.05M 1.09%
35,562
+3,872
13
$3.01M 1.07%
97,269
+4,560
14
$2.78M 0.99%
24,082
+22,906
15
$2.65M 0.94%
62,123
-2,676
16
$2.63M 0.94%
46,644
+9,776
17
$2.63M 0.94%
70,199
+61,299
18
$2.63M 0.94%
69,736
+57,814
19
$2.63M 0.94%
24,282
+22,539
20
$2.6M 0.93%
35,030
+20,237
21
$2.59M 0.92%
31,956
-793
22
$2.56M 0.91%
13,060
-8,498
23
$2.48M 0.88%
+53,308
24
$2.46M 0.88%
60,222
+55,363
25
$2.46M 0.88%
27,059
-498
1
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