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
401
$387K 0.03%
6,713
+8
402
$383K 0.03%
1,691
+156
403
$381K 0.02%
3,645
-562
404
$381K 0.02%
757
+70
405
$380K 0.02%
1,641
+117
406
$380K 0.02%
11,574
-4,193
407
$379K 0.02%
1,633
-20
408
$378K 0.02%
16,626
+251
409
$378K 0.02%
+4,610
410
$377K 0.02%
1,509
-1
411
$369K 0.02%
10,920
-388
412
$369K 0.02%
+12,470
413
$366K 0.02%
1,205
-56
414
$364K 0.02%
1,405
+143
415
$363K 0.02%
4,995
-949
416
$363K 0.02%
4,450
+16
417
$361K 0.02%
4,247
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418
$358K 0.02%
1,133
+14
419
$358K 0.02%
4,435
+5
420
$355K 0.02%
3,553
+4
421
$353K 0.02%
3,378
+57
422
$353K 0.02%
3,058
-2,161
423
$353K 0.02%
8,346
-65
424
$352K 0.02%
22,867
-917
425
$352K 0.02%
+4,705
15 16
17
18 19