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
26
$4.06M 0.95%
64,080
+3,071
27
$4.02M 0.94%
78,634
-7,459
28
$4.01M 0.94%
40,158
+3,095
29
$3.97M 0.93%
88,602
+10,476
30
$3.67M 0.86%
44,225
+1,229
31
$3.47M 0.81%
35,210
-3,391
32
$3.44M 0.8%
67,445
-3,947
33
$3.29M 0.77%
39,142
+5,223
34
$3.26M 0.76%
50,516
+3,397
35
$3.18M 0.74%
21,860
-1,544
36
$3.13M 0.73%
116,451
37
$3.04M 0.71%
27,237
-773
38
$3.01M 0.7%
16,436
-2,199
39
$2.96M 0.69%
28,874
-100
40
$2.94M 0.69%
46,622
+4,027
41
$2.91M 0.68%
23,268
+1,551
42
$2.82M 0.66%
40,181
+10,500
43
$2.81M 0.65%
34,237
+10,061
44
$2.73M 0.64%
21,918
-411
45
$2.67M 0.62%
39,724
+2,895
46
$2.66M 0.62%
33,224
-4,239
47
$2.62M 0.61%
44,423
+396
48
$2.6M 0.61%
54,320
-6,360
49
$2.5M 0.58%
13,418
-727
50
$2.46M 0.57%
23,395
-4,030
1
2
3 4 5