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
151
$546K 0.15%
8,222
+2,596
152
$544K 0.15%
20,684
-3,432
153
$534K 0.15%
5,752
+10
154
$532K 0.15%
16,231
-1,850
155
$526K 0.14%
10,189
-351
156
$504K 0.14%
6,853
-139
157
$504K 0.14%
9,402
+409
158
$496K 0.14%
16,765
-3,035
159
$495K 0.14%
17,306
-7,736
160
$487K 0.13%
21,886
-556
161
$485K 0.13%
10,049
+892
162
$472K 0.13%
4,399
+706
163
$462K 0.13%
7,267
-1,937
164
$460K 0.13%
11,310
-696
165
$453K 0.12%
5,351
-563
166
$437K 0.12%
9,698
167
$434K 0.12%
6,550
-200
168
$432K 0.12%
16,666
-1,421
169
$427K 0.12%
5,199
+352
170
$412K 0.11%
7,652
-1,244
171
$411K 0.11%
3,597
-151
172
$403K 0.11%
5,910
+455
173
$395K 0.11%
+4,629
174
$394K 0.11%
13,162
+510
175
$394K 0.11%
7,282
+432
5 6
7
8 9