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
126
$776K 0.21%
9,099
-127,527
127
– –
0
128
$745K 0.2%
5,420
+273
129
$745K 0.2%
+14,023
130
$728K 0.2%
+26,261
131
$707K 0.19%
16,724
+4,068
132
$707K 0.19%
13,927
-3,091
133
$683K 0.19%
8,003
+179
134
$682K 0.19%
10,981
+734
135
$675K 0.19%
13,200
-1,300
136
$675K 0.19%
8,504
-693
137
$663K 0.18%
9,241
-175
138
$656K 0.18%
26,804
+1,485
139
$651K 0.18%
10,144
+3,044
140
$645K 0.18%
12,156
-912
141
$636K 0.17%
6,923
-1,447
142
$621K 0.17%
23,147
-500
143
$610K 0.17%
23,246
+3,788
144
$609K 0.17%
9,514
+3,330
145
$600K 0.16%
8,944
146
$590K 0.16%
12,022
+386
147
$587K 0.16%
+13,016
148
$587K 0.16%
37,990
-1,899
149
$581K 0.16%
43,754
+4,517
150
$553K 0.15%
11,213
-399
4 5
6
7 8