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
1
$16M 3.74%
63,394
+1,026
2
$9.76M 2.28%
131,471
+1,838
3
$9.11M 2.13%
36,270
+337
4
$9.02M 2.1%
74,388
-210
5
$7.53M 1.76%
84,728
+5,868
6
$7.42M 1.73%
170,875
-784
7
$7.04M 1.64%
181,321
-15,735
8
$6.68M 1.56%
149,028
+19,815
9
$6.29M 1.47%
212,555
+28,567
10
$6.08M 1.42%
113,520
+4,143
11
$5.8M 1.35%
41,549
+4,839
12
$5.69M 1.33%
147,632
-4,444
13
$5.65M 1.32%
70,022
+8,918
14
$5.42M 1.26%
72,759
+7,581
15
$5.27M 1.23%
147,390
+4,620
16
$5.22M 1.22%
33,304
+1,197
17
$5.2M 1.21%
39,147
-566
18
$5.14M 1.2%
118,094
-17,235
19
$5.11M 1.19%
327,420
-2,604
20
$4.79M 1.12%
52,654
+7,562
21
$4.75M 1.11%
36,573
+7,826
22
$4.68M 1.09%
49,408
+4,695
23
$4.67M 1.09%
74,273
+12,555
24
$4.55M 1.06%
39,302
+3,347
25
$4.54M 1.06%
56,907
+1,162
1
2 3 4 5