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
426
$345K 0.02%
8,809
+687
427
$342K 0.02%
10,600
428
$339K 0.02%
1,226
+12
429
$339K 0.02%
1,634
-212
430
$339K 0.02%
4,169
-100
431
$339K 0.02%
6,413
+2,221
432
$335K 0.02%
10,118
433
$334K 0.02%
3,302
+674
434
$333K 0.02%
3,204
+33
435
$332K 0.02%
+14,295
436
$332K 0.02%
4,416
+2
437
$330K 0.02%
5,404
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438
$330K 0.02%
2,731
-13
439
$329K 0.02%
2,380
-16
440
$328K 0.02%
2,344
+121
441
$327K 0.02%
2,906
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442
$326K 0.02%
1,246
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443
$325K 0.02%
14,569
-680
444
$324K 0.02%
5,129
+2
445
$322K 0.02%
1,306
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446
$312K 0.02%
6,579
-90
447
$311K 0.02%
4,673
+5
448
$310K 0.02%
1,452
+4
449
$310K 0.02%
1,942
-9
450
$309K 0.02%
11,250
+66
16 17
18
19 20