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
26
$12.4M 0.81%
67,955
-899
27
$11.5M 0.75%
510,823
+17,898
28
$11.5M 0.75%
251,933
+10,079
29
$11.1M 0.72%
120,033
+41,349
30
$10.6M 0.69%
207,597
+8,394
31
$10.3M 0.67%
324,892
+6,449
32
$9.85M 0.64%
89,395
-6,851
33
$9.53M 0.62%
231,010
+10,745
34
$9.51M 0.62%
389,013
+16,209
35
$9.13M 0.6%
50,138
+2,602
36
$8.92M 0.58%
99,835
+1,388
37
$8.75M 0.57%
55,951
+1,988
38
$8.69M 0.57%
119,685
+570
39
$8.61M 0.56%
110,328
+281
40
$8.54M 0.56%
149,126
+766
41
$8.52M 0.56%
108,204
+6,858
42
$8.07M 0.53%
30,176
+942
43
$8.02M 0.52%
19,709
+551
44
$7.99M 0.52%
181,203
-31,150
45
$7.93M 0.52%
181,104
-2,523
46
$7.9M 0.52%
282,398
+19,091
47
$7.71M 0.5%
42,060
-3,807
48
$7.7M 0.5%
210,019
+5,743
49
$7.69M 0.5%
30,179
+891
50
$7.66M 0.5%
71,938
+491
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