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
51
$2.76M 0.76%
+23,675
52
$2.76M 0.76%
106,101
-7,604
53
$2.71M 0.75%
+50,275
54
$2.71M 0.74%
11,187
-397
55
$2.69M 0.74%
24,417
+2,061
56
$2.64M 0.73%
60,596
-3,539
57
$2.6M 0.72%
9,567
-913
58
$2.6M 0.72%
31,271
-660
59
$2.56M 0.7%
29,800
-3,590
60
$2.54M 0.7%
63,405
+4,264
61
$2.48M 0.68%
27,667
-1,026
62
$2.37M 0.65%
19,537
-4,385
63
$2.31M 0.63%
86,812
-1,597
64
$2.31M 0.63%
68,382
+186
65
$2.26M 0.62%
26,638
-1,923
66
$2.25M 0.62%
+109,299
67
$2.25M 0.62%
31,178
+1,355
68
$2.18M 0.6%
43,048
-668
69
$2.16M 0.59%
46,873
-1,521
70
$2.16M 0.59%
18,481
-5,131
71
$2.12M 0.58%
40,565
+1,676
72
$2.07M 0.57%
25,284
-862
73
$2.02M 0.55%
20,106
-1,098
74
$1.98M 0.54%
93,257
-1,022
75
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3
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