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
76
$1.91M 0.52%
85,296
+15,005
77
$1.83M 0.5%
25,551
-12,834
78
$1.8M 0.5%
66,710
-3,909
79
$1.66M 0.46%
18,650
+1,600
80
$1.63M 0.45%
15,968
+1,604
81
$1.42M 0.39%
31,222
+1,020
82
$1.38M 0.38%
19,697
+2,549
83
$1.35M 0.37%
14,382
-3,539
84
$1.33M 0.37%
23,839
+68
85
$1.33M 0.37%
80,057
-6,910
86
$1.32M 0.36%
9,571
+201
87
$1.32M 0.36%
53,315
-919
88
$1.29M 0.36%
12,035
+982
89
$1.29M 0.35%
8,791
-312
90
$1.28M 0.35%
15,958
+959
91
$1.27M 0.35%
85,310
+12,308
92
$1.26M 0.35%
39,698
-976
93
$1.26M 0.35%
27,452
+30
94
$1.26M 0.35%
11,731
-3,150
95
$1.19M 0.33%
39,800
+3,940
96
$1.16M 0.32%
34,596
+50
97
$1.15M 0.31%
15,284
-400
98
$1.14M 0.31%
42,240
+7,969
99
$1.11M 0.31%
45,740
-2,669
100
$1.1M 0.3%
8,934
-1,365
2 3
4
5 6