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
251
$225K 0.05%
+1,805
252
$222K 0.05%
+2,858
253
$220K 0.05%
+890
254
$219K 0.05%
1,226
-12,363
255
$218K 0.05%
+2,842
256
$218K 0.05%
+4,534
257
$216K 0.05%
1,561
+52
258
$216K 0.05%
+5,500
259
$214K 0.05%
+828
260
$212K 0.05%
+1,605
261
$210K 0.05%
+3,617
262
$209K 0.05%
+5,948
263
$208K 0.05%
+1,264
264
$206K 0.05%
+9,381
265
$204K 0.05%
17,250
266
$197K 0.05%
10,400
267
$176K 0.04%
26,774
+13,550
268
$175K 0.04%
13,477
-1,001
269
$163K 0.04%
25,386
+14,039
270
$156K 0.04%
+16,057
271
$151K 0.04%
26,271
+14,397
272
$144K 0.03%
11,365
+897
273
$140K 0.03%
11,000
274
$130K 0.03%
+3,833
275
$120K 0.03%
17,836
+1,017
8 9 10
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