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
276
$832K 0.05%
8,286
-1,643
277
$820K 0.05%
16,302
-896
278
$819K 0.05%
35,315
+7,375
279
$815K 0.05%
1,208
-215
280
$814K 0.05%
3,348
+132
281
$813K 0.05%
31,670
+6,800
282
$811K 0.05%
2,967
-26
283
$810K 0.05%
2,714
+130
284
$806K 0.05%
19,869
-28
285
$805K 0.05%
+47,439
286
$799K 0.05%
10,699
+60
287
$790K 0.05%
4,064
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288
$788K 0.05%
17,277
+60
289
$782K 0.05%
14,739
+2,133
290
$778K 0.05%
4,424
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291
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12,350
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292
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293
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1,382
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294
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295
$763K 0.05%
28,699
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296
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29,307
+2,793
297
$758K 0.05%
1,286
-9
298
$751K 0.05%
7,738
+33
299
$740K 0.05%
17,574
+473
300
$736K 0.05%
9,917
-104
10 11
12
13 14