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
76
$2.02M 0.47%
40,096
-7,029
77
$2M 0.47%
33,805
-919
78
$1.91M 0.45%
+36,008
79
$1.9M 0.44%
24,712
-2,980
80
– –
0
81
$1.87M 0.44%
14,152
-242
82
$1.86M 0.43%
16,613
+5
83
$1.81M 0.42%
11,803
-1,625
84
$1.8M 0.42%
27,695
-3,601
85
$1.74M 0.4%
+20,558
86
$1.7M 0.4%
22,259
+1,505
87
$1.63M 0.38%
25,730
-3,202
88
$1.62M 0.38%
18,808
-15,574
89
$1.6M 0.37%
63,835
+5,288
90
$1.59M 0.37%
11,288
+1,597
91
$1.57M 0.37%
10,665
+1,688
92
$1.55M 0.36%
16,526
-1,893
93
$1.54M 0.36%
60,946
-1,038
94
$1.5M 0.35%
18,494
+231
95
$1.5M 0.35%
13,678
-7,763
96
$1.49M 0.35%
21,740
+6,402
97
$1.49M 0.35%
11,052
-41
98
$1.48M 0.35%
28,250
-1,881
99
$1.44M 0.33%
161,600
-20,003
100
$1.42M 0.33%
24,390
-7,588
2 3
4
5 6