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
26
$3.46M 0.95%
67,100
-7,056
27
$3.37M 0.93%
37,952
-45,805
28
$3.34M 0.92%
29,860
-2,917
29
$3.29M 0.9%
118,239
-45,000
30
$3.26M 0.9%
32,511
-1,873
31
$3.17M 0.87%
20,866
-327
32
$3.16M 0.87%
41,651
-2,542
33
$3.15M 0.86%
30,411
-1,942
34
$3.08M 0.85%
20,432
-1,723
35
$3M 0.82%
51,576
+2,488
36
$2.97M 0.82%
109,885
-8,988
37
$2.97M 0.82%
+113,898
38
$2.95M 0.81%
61,059
+863
39
$2.94M 0.81%
57,439
+1,538
40
$2.91M 0.8%
40,339
-3,041
41
$2.9M 0.8%
+45,691
42
$2.9M 0.8%
34,718
-641
43
$2.87M 0.79%
53,822
-3,223
44
$2.86M 0.79%
25,129
-1,737
45
$2.84M 0.78%
+112,960
46
$2.83M 0.78%
38,200
-1,917
47
$2.81M 0.77%
2,249
-150
48
$2.81M 0.77%
33,142
+1,101
49
$2.79M 0.77%
+117,565
50
$2.79M 0.77%
34,409
+2,322
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