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
101
$1.38M 0.32%
12,632
+1,099
102
$1.36M 0.32%
11,185
+3,048
103
$1.34M 0.31%
32,988
+3,666
104
$1.33M 0.31%
50,997
+3,453
105
$1.29M 0.3%
13,658
-123
106
$1.27M 0.3%
25,663
-1,260
107
$1.27M 0.3%
22,760
-2,697
108
$1.21M 0.28%
11,243
-126
109
$1.2M 0.28%
10,458
-261
110
$1.15M 0.27%
42,149
-1,386
111
$1.15M 0.27%
+50,228
112
$1.1M 0.26%
9,325
+520
113
$1.07M 0.25%
17,247
+1,416
114
$1.04M 0.24%
8,966
-4,186
115
$1.04M 0.24%
30,174
+9
116
$1.04M 0.24%
21,019
+1,173
117
$1.01M 0.24%
226,040
+6,640
118
$1M 0.23%
35,493
+2,217
119
$996K 0.23%
21,266
-6,025
120
$986K 0.23%
21,456
-560
121
$973K 0.23%
34,786
-2,531
122
$968K 0.23%
37,414
-1,837
123
$946K 0.22%
10,661
-3,544
124
$942K 0.22%
9,864
+236
125
$939K 0.22%
20,552
-2,461
3 4
5
6 7