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
176
$393K 0.11%
20,518
-179
177
$389K 0.11%
8,170
+1,669
178
$377K 0.1%
25,272
+3,909
179
$374K 0.1%
7,126
-2,938
180
$369K 0.1%
19,691
-1,020
181
$366K 0.1%
21,731
-293
182
$348K 0.1%
2,723
+136
183
$346K 0.1%
2,202
+80
184
$345K 0.09%
3,551
+647
185
$343K 0.09%
6,174
-580
186
$342K 0.09%
9,689
-35
187
$338K 0.09%
6,314
+503
188
$337K 0.09%
6,742
-1,556
189
$332K 0.09%
4,463
+1,253
190
$330K 0.09%
12,055
-753
191
$329K 0.09%
7,501
-19
192
$329K 0.09%
5,258
+146
193
$324K 0.09%
3,862
-400
194
$319K 0.09%
5,802
+235
195
$314K 0.09%
2,163
-39
196
$312K 0.09%
7,000
-1,740
197
$311K 0.09%
+4,079
198
$306K 0.08%
6,548
-2,300
199
$306K 0.08%
9,306
-4,372
200
$296K 0.08%
+5,072
6 7
8
9 10