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
26
$9.07M 0.76%
208,430
-7,520
27
$9M 0.76%
214,028
+13,111
28
$8.9M 0.75%
70,019
+270
29
$8.77M 0.74%
366,910
+29,217
30
$8.39M 0.71%
249,682
+37,268
31
$8.04M 0.68%
102,625
+8,847
32
$7.97M 0.67%
103,802
+4,297
33
$7.83M 0.66%
126,573
-32,752
34
$7.81M 0.66%
29,644
+1,816
35
$7.69M 0.65%
157,237
+55,520
36
$7.68M 0.65%
58,267
-11,509
37
$7.29M 0.61%
112,587
+7,930
38
$7.05M 0.59%
179,767
-3,571
39
$7.03M 0.59%
212,011
-398
40
$6.84M 0.58%
107,794
-1,761
41
$6.84M 0.58%
95,441
-22,266
42
$6.66M 0.56%
150,309
-1,782
43
$6.64M 0.56%
82,363
+3,584
44
$6.5M 0.55%
86,476
+239
45
$6.49M 0.55%
63,260
-2,006
46
$6.45M 0.54%
169,998
+3,420
47
$6.43M 0.54%
72,064
+64,459
48
$6.39M 0.54%
190,250
+41,404
49
$6.38M 0.54%
399,213
+27,976
50
$6.26M 0.53%
77,338
-4,082
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