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
$429M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.06M
3
+$2.05M
4
BK icon
Bank of New York Mellon
BK
+$1.91M
5
RTX icon
RTX Corp
RTX
+$1.86M

Top Sells

1
+$2.38M
2
+$2.21M
3
+$2.13M
4
WSM icon
Williams-Sonoma
WSM
+$1.96M
5
HBI icon
Hanesbrands
HBI
+$1.92M

Sector Composition

1 Financials 5.85%
2 Healthcare 5.64%
3 Industrials 4.97%
4 Consumer Staples 4.77%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.06%
12,050
+500
227
$273K 0.06%
+221
228
$272K 0.06%
7,910
-700
229
$265K 0.06%
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-140
230
$263K 0.06%
3,845
-172
231
$262K 0.06%
5,057
+5
232
$257K 0.06%
+3,344
233
$255K 0.06%
+1,301
234
$252K 0.06%
+3,954
235
$249K 0.06%
2,908
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236
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2,063
-77
237
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1,936
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238
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+13,544
239
$241K 0.06%
+4,839
240
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+4,736
241
$240K 0.06%
29,096
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242
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243
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725
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245
$235K 0.05%
3,871
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246
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247
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+21,357
248
$229K 0.05%
+7,574
249
$226K 0.05%
2,473
-101
250
$226K 0.05%
4,361
-26
8 9
10
11 12