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
$364M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.97M
3
+$2.9M
4
HBI icon
Hanesbrands
HBI
+$2.84M
5
DINO icon
HF Sinclair
DINO
+$2.79M

Top Sells

1
+$10.9M
2
+$4.09M
3
+$4.06M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.38M
5
WDC icon
Western Digital
WDC
+$3.18M

Sector Composition

1 Consumer Discretionary 8.53%
2 Healthcare 8.41%
3 Financials 4.73%
4 Communication Services 4.21%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.07%
3,677
-24
227
$231K 0.06%
+2,190
228
$222K 0.06%
+9,600
229
– –
0
230
$211K 0.06%
+4,716
231
$208K 0.06%
+2,523
232
$205K 0.06%
3,708
233
$204K 0.06%
26,038
-256
234
$201K 0.06%
22,472
+24
235
$196K 0.05%
5,409
+524
236
– –
0
237
$168K 0.05%
+11,794
238
$127K 0.03%
+3,089
239
$125K 0.03%
+13,409
240
– –
0
241
$106K 0.03%
+2,097
242
$95K 0.03%
2,410
-32
243
$94K 0.03%
+6,746
244
$90K 0.02%
+10,549
245
$80K 0.02%
3,354
-10,601
246
– –
-11,809
247
– –
-39,506
248
– –
-5,021
249
– –
-3,770
250
– –
-20,386
7 8 9
10
11