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
176
$494K 0.12%
14,678
+3,296
177
$490K 0.11%
8,243
+4
178
$486K 0.11%
4,679
+1,144
179
$485K 0.11%
5,938
-42
180
$475K 0.11%
25,065
-574
181
$474K 0.11%
5,760
+186
182
$471K 0.11%
23,447
+1,737
183
$466K 0.11%
26,958
-996
184
$452K 0.11%
8,275
+1,511
185
$447K 0.1%
7,572
-615
186
$445K 0.1%
15,598
+510
187
$425K 0.1%
28,302
+1,629
188
$412K 0.1%
10,710
-3,312
189
– –
0
190
$409K 0.1%
3,680
+117
191
$407K 0.09%
9,933
-278
192
$405K 0.09%
1,796
193
$403K 0.09%
24,966
+207
194
– –
0
195
$386K 0.09%
7,852
+175
196
$383K 0.09%
15,167
+928
197
$381K 0.09%
6,238
+654
198
$370K 0.09%
5,263
-698
199
$369K 0.09%
4,623
-46
200
$362K 0.08%
15,044
+1,136
6 7
8
9 10