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
326
$579K 0.04%
+3,330
327
$578K 0.04%
701
-80
328
$573K 0.04%
5,963
-326
329
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-1,357
330
$558K 0.04%
10,309
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331
$558K 0.04%
21,167
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332
$557K 0.04%
38,420
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333
$556K 0.04%
16,652
-1,881
334
$554K 0.04%
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-882
335
$549K 0.04%
11,287
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336
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337
$547K 0.04%
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338
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+49,655
339
$545K 0.04%
18,383
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340
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19,148
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341
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342
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343
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344
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345
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346
$517K 0.03%
3,797
347
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18,692
+3,367
348
$517K 0.03%
2,652
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349
$516K 0.03%
8,559
-309
350
$515K 0.03%
7,320
+660
12 13
14
15 16