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
$1.51B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$3.83M
3
+$2.57M
4
ETN icon
Eaton
ETN
+$2.39M
5
XOM icon
Exxon Mobil
XOM
+$2.15M

Top Sells

1
+$8.03M
2
+$2.43M
3
+$2.14M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.99M

Sector Composition

1 Technology 9.39%
2 Healthcare 4.82%
3 Consumer Staples 4.7%
4 Consumer Discretionary 3.93%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.08%
+16,849
227
$1.24M 0.08%
30,055
+9,906
228
$1.23M 0.08%
11,767
-1,345
229
$1.22M 0.08%
19,274
-13
230
$1.22M 0.08%
11,708
+90
231
$1.21M 0.08%
3,156
+122
232
$1.21M 0.08%
8,158
-480
233
$1.2M 0.08%
29,669
+108
234
$1.19M 0.08%
3,576
-161
235
$1.13M 0.07%
6,898
+93
236
$1.13M 0.07%
11,207
-7,631
237
$1.13M 0.07%
23,082
+3,275
238
$1.12M 0.07%
8,209
-16
239
$1.12M 0.07%
2,541
+10
240
$1.11M 0.07%
13,935
-744
241
$1.11M 0.07%
+51,993
242
$1.1M 0.07%
27,406
+4,174
243
$1.1M 0.07%
17,973
-29
244
$1.09M 0.07%
22,697
-2,292
245
$1.09M 0.07%
10,466
-117
246
$1.08M 0.07%
16,739
247
$1.07M 0.07%
20,024
+616
248
$1.05M 0.07%
3,530
+140
249
$1.04M 0.07%
2,235
+1,139
250
$1.04M 0.07%
8,563
+1,186
8 9
10
11 12