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
201
$356K 0.08%
8,634
202
$356K 0.08%
1,909
+187
203
$355K 0.08%
4,880
+922
204
$348K 0.08%
4,690
-456
205
$345K 0.08%
7,286
+3
206
$343K 0.08%
6,930
-553
207
$341K 0.08%
13,740
-4,185
208
$338K 0.08%
17,637
-931
209
$329K 0.08%
7,645
+613
210
$324K 0.08%
6,083
-594
211
$324K 0.08%
23,183
+20
212
$323K 0.08%
5,903
+32
213
$317K 0.07%
9,135
+1,461
214
$315K 0.07%
24,669
+2,597
215
$312K 0.07%
5,840
+91
216
$309K 0.07%
4,886
+18
217
$303K 0.07%
5,328
+16
218
$298K 0.07%
7,486
+18
219
$295K 0.07%
5,250
-3
220
$293K 0.07%
+1,696
221
$291K 0.07%
9,368
222
$288K 0.07%
13,490
+2,726
223
$278K 0.06%
3,043
224
$277K 0.06%
6,854
+667
225
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