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
326
$409K 0.03%
7,160
+297
327
$406K 0.03%
8,097
+1,635
328
$403K 0.03%
721
+47
329
$403K 0.03%
1,521
+9
330
$400K 0.03%
1,865
-27
331
$399K 0.03%
18,261
332
$397K 0.03%
2,622
-734
333
$395K 0.03%
2,338
+47
334
$395K 0.03%
12,155
-101
335
$395K 0.03%
2,566
-1,345
336
$395K 0.03%
1,135
-27
337
$394K 0.03%
9,038
-6,314
338
$390K 0.03%
2,136
339
$389K 0.03%
7,926
340
$379K 0.03%
18,310
+7,458
341
$379K 0.03%
34,200
-2,300
342
$379K 0.03%
4,725
+16
343
$378K 0.03%
5,769
+2,134
344
$375K 0.03%
11,296
-4,554
345
$373K 0.03%
12,317
-4,270
346
$373K 0.03%
18,960
+3,000
347
$369K 0.03%
2,247
+200
348
$369K 0.03%
4,811
+5
349
$367K 0.03%
8,974
-588
350
$366K 0.03%
6,274
+279
12 13
14
15 16