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
51
$2.46M 0.57%
22,157
-1,718
52
$2.4M 0.56%
40,981
+2,759
53
$2.39M 0.56%
23,139
-3,702
54
$2.36M 0.55%
47,209
+443
55
$2.36M 0.55%
49,065
-8,521
56
$2.35M 0.55%
29,031
+19,940
57
$2.33M 0.54%
22,067
-169
58
$2.28M 0.53%
5,098
-647
59
$2.27M 0.53%
18,609
-463
60
$2.22M 0.52%
31,140
-4,312
61
$2.21M 0.52%
12,580
+957
62
$2.16M 0.5%
+150,480
63
$2.16M 0.5%
38,542
-5,279
64
$2.16M 0.5%
17,992
-2,757
65
$2.15M 0.5%
29,493
+25,401
66
$2.15M 0.5%
18,509
-2,311
67
$2.13M 0.5%
16,430
-813
68
$2.11M 0.49%
38,273
-5,908
69
$2.1M 0.49%
80,141
+219
70
$2.1M 0.49%
23,158
-3,050
71
$2.09M 0.49%
61,748
+23,800
72
$2.06M 0.48%
+14,567
73
$2.05M 0.48%
31,944
+1,113
74
$2.05M 0.48%
+23,751
75
$2.02M 0.47%
44,941
+3,483
1 2
3
4 5