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
101
$1.09M 0.3%
57,080
-1,963
102
$1.09M 0.3%
54,510
+632
103
$1.05M 0.29%
21,219
-2,580
104
$1M 0.27%
16,974
-612
105
$969K 0.27%
9,144
-1,949
106
$949K 0.26%
9,057
+701
107
$945K 0.26%
19,124
-709
108
$939K 0.26%
11,454
-1,307
109
$921K 0.25%
44,469
-779
110
$916K 0.25%
72,873
-5,058
111
$910K 0.25%
7,865
-2,082
112
$908K 0.25%
7,179
-17,521
113
$905K 0.25%
30,515
-9,555
114
$898K 0.25%
12,705
+574
115
$896K 0.25%
36,577
+14
116
$875K 0.24%
7,750
-257
117
$870K 0.24%
45,896
-1,375
118
$861K 0.24%
29,528
+964
119
$859K 0.24%
23,804
-2,994
120
$844K 0.23%
34,674
+1,674
121
$813K 0.22%
21,908
+393
122
– –
0
123
$804K 0.22%
9,876
+178
124
$802K 0.22%
15,537
+9,325
125
$801K 0.22%
8,602
+238
3 4
5
6 7