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
476
$281K 0.02%
7,187
-2,141
477
$280K 0.02%
1,961
-23
478
$279K 0.02%
21,188
-3,912
479
$279K 0.02%
11,425
+200
480
$277K 0.02%
6,292
-123
481
$277K 0.02%
3,534
-200
482
$276K 0.02%
11,349
483
$273K 0.02%
+7,324
484
$268K 0.02%
5,520
-10,252
485
$266K 0.02%
5,621
+1,313
486
$262K 0.02%
+5,943
487
$262K 0.02%
19,493
+1,281
488
$261K 0.02%
9,665
+51
489
$258K 0.02%
4,716
-32
490
$258K 0.02%
+6,220
491
$257K 0.02%
4,068
-409
492
$256K 0.02%
20,147
+7,906
493
$255K 0.02%
+2,561
494
$253K 0.02%
1,406
+271
495
$253K 0.02%
+4,963
496
$251K 0.02%
8,497
+46
497
$250K 0.02%
4,544
-104
498
$250K 0.02%
2,640
499
$248K 0.02%
3,503
+346
500
$247K 0.02%
4,541
+757
18 19
20
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