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
151
$667K 0.16%
13,157
+324
152
$658K 0.15%
45,839
-1,486
153
$650K 0.15%
21,890
+1,020
154
$644K 0.15%
12,204
+2,175
155
$635K 0.15%
24,742
+574
156
$632K 0.15%
17,028
+973
157
$625K 0.15%
12,692
+583
158
$607K 0.14%
12,620
+1,880
159
$599K 0.14%
15,696
+2,048
160
$599K 0.14%
8,882
+50
161
$597K 0.14%
4,672
-112
162
$592K 0.14%
20,412
-748
163
$581K 0.14%
12,999
-787
164
$575K 0.13%
2,260
+811
165
$566K 0.13%
34,318
+767
166
$557K 0.13%
4,900
-2,961
167
$556K 0.13%
3,401
+607
168
$544K 0.13%
11,180
-180
169
$542K 0.13%
14,452
+320
170
$538K 0.13%
+6,719
171
$531K 0.12%
4,925
-1,666
172
– –
0
173
$526K 0.12%
8,913
+618
174
$525K 0.12%
13,838
+1,579
175
$517K 0.12%
9,416
+1
5 6
7
8 9