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
301
$458K 0.04%
5,174
-143
302
$457K 0.04%
2,330
+102
303
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10,353
+277
304
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24,476
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305
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7,331
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306
$443K 0.04%
8,880
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307
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12,655
-2,492
308
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-99
309
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310
$439K 0.04%
2,893
+1,024
311
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3,511
312
$433K 0.04%
4,679
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313
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5,288
-2,083
314
$427K 0.04%
9,721
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315
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319
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13,504
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321
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1,108
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13,500
-3,752
323
$415K 0.03%
26,543
+400
324
$412K 0.03%
+4,031
325
$409K 0.03%
986
+305
11 12
13
14 15