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
1
$9.35M 2.57%
202,340
+3,914
2
$8.07M 2.22%
38,537
+3,012
3
$8.02M 2.21%
65,356
+15,574
4
$6.04M 1.66%
56,370
+21
5
$6.02M 1.66%
170,264
+6,310
6
$5.88M 1.62%
147,358
-1,623
7
$5.61M 1.54%
49,798
-3,005
8
$5.47M 1.5%
25,990
+8,952
9
$5.38M 1.48%
164,927
-3,281
10
$5.12M 1.41%
52,326
-2,329
11
$4.93M 1.35%
143,430
-1,317
12
$4.81M 1.32%
86,222
-5,780
13
$4.75M 1.31%
34,204
-407
14
$4.3M 1.18%
62,318
+50
15
$4.12M 1.13%
66,605
-100
16
$4.1M 1.13%
51,739
-5,494
17
$4.02M 1.1%
290,805
+23,328
18
$3.94M 1.08%
48,996
-4
19
$3.91M 1.07%
36,435
+2,624
20
$3.77M 1.04%
157,940
-7,460
21
$3.68M 1.01%
25,438
-2,653
22
$3.67M 1.01%
104,166
+14,729
23
$3.62M 0.99%
30,041
+197
24
$3.55M 0.98%
+19,019
25
$3.51M 0.96%
30,508
-3,059
1
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