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
476
$131K 0.01%
21,697
+245
477
$93.7K 0.01%
+13,967
478
$92.1K 0.01%
13,450
479
$77.4K 0.01%
28,460
480
$74.4K 0.01%
13,606
481
$67.5K 0.01%
1,494
-397
482
$61.1K 0.01%
13,350
483
$60.5K 0.01%
+12,339
484
$53K ﹤0.01%
11,892
485
$46.2K ﹤0.01%
17,901
-938
486
$45.6K ﹤0.01%
+14,556
487
$42.9K ﹤0.01%
22,811
+3,643
488
$42.4K ﹤0.01%
+12,580
489
$36.1K ﹤0.01%
19,221
490
$31.7K ﹤0.01%
10,500
491
$13.2K ﹤0.01%
17,504
-44,268
492
$8.03K ﹤0.01%
+1,026
493
$4.37K ﹤0.01%
21,377
494
$2.75K ﹤0.01%
275
495
– –
-22,654
496
– –
-5,300
497
– –
-2,220
498
– –
-3,504
499
– –
-4,050
500
– –
0
18 19
20
21 22