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
451
$309K 0.02%
11,335
+113
452
$308K 0.02%
+10,072
453
$308K 0.02%
5,025
454
$307K 0.02%
4,262
-781
455
$306K 0.02%
7,954
-15,922
456
$304K 0.02%
3,120
-137
457
$303K 0.02%
810
-60
458
$301K 0.02%
+979
459
$301K 0.02%
2,537
-35
460
$300K 0.02%
+786
461
$299K 0.02%
3,451
-36
462
$299K 0.02%
5,358
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463
$297K 0.02%
3,392
-320
464
$295K 0.02%
3,359
+61
465
$294K 0.02%
10,389
466
$294K 0.02%
2,143
-247
467
$294K 0.02%
12,387
-67
468
$293K 0.02%
3,064
+1,117
469
$292K 0.02%
1,921
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470
$291K 0.02%
16,288
+193
471
$290K 0.02%
871
+14
472
$288K 0.02%
7,646
-3,813
473
$287K 0.02%
13,623
-565
474
$286K 0.02%
2,177
-24
475
$282K 0.02%
+8,748
17 18
19
20 21