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
251
$1.04M 0.07%
1,804
+517
252
$1.01M 0.07%
27,591
-8,281
253
$1.01M 0.07%
27,806
+8,174
254
$997K 0.07%
41,578
-1,121
255
$994K 0.06%
39,064
+787
256
$963K 0.06%
2,056
+73
257
$961K 0.06%
4,801
258
$959K 0.06%
20,594
+622
259
$953K 0.06%
11,769
+1,832
260
$938K 0.06%
1,854
+381
261
$934K 0.06%
40,209
-2,393
262
$927K 0.06%
52,519
-3,096
263
$920K 0.06%
30,645
+3,414
264
$917K 0.06%
38,672
+3,722
265
$910K 0.06%
26,818
+1,945
266
$887K 0.06%
5,846
-95
267
$880K 0.06%
12,536
+80
268
$878K 0.06%
5,178
+166
269
$874K 0.06%
3,931
+10
270
$871K 0.06%
19,838
-3,686
271
$864K 0.06%
8,887
-2,301
272
$859K 0.06%
28,201
+28
273
$854K 0.06%
4,681
+248
274
$851K 0.06%
2,175
+165
275
$832K 0.05%
9,381
+360
9 10
11
12 13