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
376
$432K 0.03%
8,889
-1,931
377
$428K 0.03%
12,209
-275
378
$427K 0.03%
13,261
-544
379
$426K 0.03%
+8,119
380
$425K 0.03%
3,851
-3,884
381
$424K 0.03%
12,646
+3,435
382
$420K 0.03%
3,396
+252
383
$419K 0.03%
4,538
+27
384
$418K 0.03%
1,301
+397
385
$418K 0.03%
1,551
+151
386
$418K 0.03%
6,474
-1,558
387
$417K 0.03%
+8,576
388
$416K 0.03%
8,053
-468
389
$414K 0.03%
4,135
+2
390
$414K 0.03%
21,534
+8,714
391
$413K 0.03%
2,383
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392
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6,028
-3,408
393
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8,798
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394
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18,261
395
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4,950
396
$407K 0.03%
1,863
397
$396K 0.03%
8,806
+14
398
$394K 0.03%
7,710
-481
399
$391K 0.03%
31,652
-2,538
400
$388K 0.03%
12,569
-3,331
14 15
16
17 18