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
$1.16B
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.74M
3
+$3.58M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.94M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.72M

Top Sells

1
+$22.9M
2
+$4.77M
3
+$2.89M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.03M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.76M

Sector Composition

1 Technology 7.57%
2 Healthcare 5.48%
3 Consumer Staples 4.68%
4 Consumer Discretionary 3.91%
5 Financials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$669K 0.06%
17,699
+23
252
$645K 0.05%
1,309
-256
253
$641K 0.05%
3,911
+61
254
$637K 0.05%
5,023
+168
255
$633K 0.05%
31,144
+1,879
256
$626K 0.05%
2,453
+39
257
$618K 0.05%
1,212
+125
258
$615K 0.05%
25,960
+11,088
259
$613K 0.05%
4,125
+13
260
$612K 0.05%
11,437
-39
261
$611K 0.05%
8,828
+2,354
262
$610K 0.05%
1,987
-25
263
$607K 0.05%
12,093
+2,510
264
$598K 0.05%
1,785
+106
265
$595K 0.05%
+8,517
266
$588K 0.05%
1,473
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267
$586K 0.05%
19,826
-257
268
$570K 0.05%
6,208
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269
$568K 0.05%
5,954
-230
270
$565K 0.05%
13,701
+3,552
271
$565K 0.05%
11,645
-302
272
$564K 0.05%
26,577
+5,347
273
$560K 0.05%
9,647
-292
274
$554K 0.05%
18,448
-10,307
275
$554K 0.05%
7,410
-9,835
9 10
11
12 13