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
351
$366K 0.03%
7,380
+15
352
$363K 0.03%
6,000
+360
353
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1,113
-98
354
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5,093
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549
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356
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10,573
+1,319
357
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6,202
+802
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7,961
-1,408
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$352K 0.03%
8,968
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360
$352K 0.03%
11,570
-1,355
361
$349K 0.03%
7,872
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$344K 0.03%
33,073
-173
363
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14,887
+338
364
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2,108
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365
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14,000
366
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31,492
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2,326
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369
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41,978
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370
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14,793
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371
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3,779
-84
372
$329K 0.03%
718
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373
$328K 0.03%
31,428
+3
374
$325K 0.03%
7,072
-2,764
375
$320K 0.03%
1,570
-82
13 14
15
16 17