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
301
$735K 0.05%
32,410
-81
302
$735K 0.05%
248
+70
303
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17,791
-291
304
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4,857
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305
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306
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22,379
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307
$689K 0.04%
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308
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309
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310
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311
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30,078
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312
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20,791
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313
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314
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3,440
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315
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32,412
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316
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318
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319
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320
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8,076
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321
$606K 0.04%
12,955
322
$589K 0.04%
6,718
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323
$588K 0.04%
5,509
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324
$585K 0.04%
1,950
+405
325
$582K 0.04%
3,335
-5
11 12
13
14 15