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
401
$280K 0.02%
12,461
+49
402
$280K 0.02%
8,025
403
$278K 0.02%
1,764
-240
404
$278K 0.02%
4,760
-2,411
405
$278K 0.02%
10,600
406
$276K 0.02%
1,355
+96
407
$271K 0.02%
+2,671
408
$270K 0.02%
8,194
-1,384
409
$267K 0.02%
+8,430
410
$264K 0.02%
2,862
-110
411
$264K 0.02%
7,079
-4,152
412
$261K 0.02%
7,532
+453
413
$260K 0.02%
2,121
-173
414
$260K 0.02%
1,218
+108
415
$260K 0.02%
5,941
-27,284
416
$257K 0.02%
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417
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418
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16,706
-1,928
419
$255K 0.02%
5,025
420
$253K 0.02%
3,903
-149
421
$250K 0.02%
1,103
+1
422
$250K 0.02%
5,952
-396
423
$249K 0.02%
4,200
-390
424
$247K 0.02%
6,474
-2,218
425
$246K 0.02%
6,662
-1,270
15 16
17
18 19