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
126
$914K 0.21%
5,352
-448
127
$863K 0.2%
34,192
+5,703
128
$862K 0.2%
5,816
+79
129
$858K 0.2%
27,370
-941
130
$851K 0.2%
71,119
-3,618
131
$836K 0.2%
+7,331
132
$833K 0.19%
7,076
+259
133
$832K 0.19%
12,212
+1,120
134
$827K 0.19%
10,571
+2,621
135
$824K 0.19%
11,898
-1,186
136
$821K 0.19%
25,346
+2,072
137
$811K 0.19%
21,288
+147
138
$781K 0.18%
9,305
+456
139
$769K 0.18%
16,114
+800
140
$759K 0.18%
14,069
+1,347
141
$758K 0.18%
+34,000
142
$748K 0.17%
11,328
+775
143
$742K 0.17%
27,633
-607
144
$742K 0.17%
15,275
+436
145
$723K 0.17%
20,160
+6,416
146
$719K 0.17%
12,838
+606
147
$717K 0.17%
26,548
+1,755
148
$715K 0.17%
19,060
+1,518
149
$693K 0.16%
14,128
-144
150
$685K 0.16%
30,798
+557
4 5
6
7 8