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
376
$319K 0.03%
11,168
377
$317K 0.03%
1,244
+1
378
$317K 0.03%
1,717
+139
379
$317K 0.03%
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-23
380
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2,268
-52
381
$316K 0.03%
4,932
+416
382
$314K 0.03%
3,310
-2
383
$309K 0.03%
9,788
-1,615
384
$309K 0.03%
2,957
-114
385
$307K 0.03%
2,969
+382
386
$304K 0.03%
2,038
+512
387
$303K 0.03%
13,870
388
$301K 0.03%
4,348
-2,464
389
$298K 0.03%
2,785
+224
390
$298K 0.03%
1,750
+61
391
$297K 0.03%
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393
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4,695
-2,764
394
$294K 0.02%
1,501
-20
395
$294K 0.02%
4,631
+159
396
$290K 0.02%
13,314
-767
397
$289K 0.02%
+13,998
398
$288K 0.02%
1,261
-47
399
$284K 0.02%
695
400
$282K 0.02%
1,193
+109
14 15
16
17 18