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
426
$246K 0.02%
5,423
+506
427
$244K 0.02%
1,071
+98
428
$244K 0.02%
5,802
-74
429
$243K 0.02%
3,226
-661
430
$241K 0.02%
7,058
-1,548
431
$241K 0.02%
1,437
+73
432
$240K 0.02%
+2,609
433
$240K 0.02%
4,851
-161
434
$239K 0.02%
3,538
+7
435
$239K 0.02%
12,375
+1,325
436
$237K 0.02%
1,422
-120
437
$235K 0.02%
2,538
438
$234K 0.02%
4,401
439
$234K 0.02%
2,696
+28
440
$231K 0.02%
650
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441
$231K 0.02%
4,335
-16
442
$226K 0.02%
1,621
-121
443
$226K 0.02%
+1,958
444
$226K 0.02%
2,258
-3,166
445
$225K 0.02%
788
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446
$225K 0.02%
3,961
-93
447
$223K 0.02%
5,765
-234
448
$223K 0.02%
4,699
449
$216K 0.02%
+1,389
450
$215K 0.02%
+6,490
16 17
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