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
451
$215K 0.02%
+2,690
452
$214K 0.02%
1,465
-50
453
$214K 0.02%
2,156
+7
454
$214K 0.02%
+10,862
455
$214K 0.02%
422
-132
456
$212K 0.02%
+2,976
457
$212K 0.02%
2,629
+2
458
$210K 0.02%
2,860
+85
459
$210K 0.02%
3,501
-438
460
$209K 0.02%
+1,729
461
$208K 0.02%
11,685
-2,222
462
$206K 0.02%
2,760
463
$206K 0.02%
2,128
-566
464
$206K 0.02%
+2,173
465
$205K 0.02%
4,336
-775
466
$204K 0.02%
+539
467
$204K 0.02%
14,000
468
$201K 0.02%
1,102
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469
$201K 0.02%
+4,983
470
$200K 0.02%
10,916
+75
471
$195K 0.02%
11,836
472
$174K 0.01%
+13,721
473
$173K 0.01%
+10,005
474
$170K 0.01%
+11,394
475
$132K 0.01%
17,250
-3,642
17 18
19
20 21