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
1
$14.4M 3.55%
117,999
+576
2
$8.24M 2.04%
73,930
+15,949
3
$7.68M 1.9%
273,290
-286,028
4
$7.48M 1.85%
181,322
+24,583
5
$7.28M 1.8%
55,686
-25,461
6
$7.25M 1.79%
86,002
+5,675
7
$7.12M 1.76%
34,245
+1,983
8
$6.22M 1.54%
97,005
+21,534
9
$6.21M 1.53%
154,623
+24,248
10
$5.4M 1.34%
51,178
+6,305
11
$5.39M 1.33%
177,360
+141,225
12
$4.84M 1.19%
120,572
+21,222
13
$4.47M 1.1%
35,959
-210
14
$4.35M 1.07%
21,078
+257
15
$4.19M 1.03%
93,106
+374
16
$3.94M 0.97%
52,942
+1,515
17
$3.7M 0.91%
92,909
+797
18
$3.65M 0.9%
25,259
+1,704
19
$3.54M 0.87%
143,612
+7,784
20
$3.45M 0.85%
102,503
+6,301
21
$3.41M 0.84%
12,293
+220
22
$3.37M 0.83%
85,618
+6,522
23
$3.33M 0.82%
71,895
-2,842
24
$3.29M 0.81%
57,683
+1,998
25
$3.29M 0.81%
16,853
+1,263
1
2 3 4 5