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
501
$241K 0.02%
7,037
+677
502
$240K 0.02%
+2,723
503
$237K 0.02%
12,008
+1,065
504
$236K 0.02%
2,129
-113
505
$234K 0.02%
12,443
+297
506
$233K 0.02%
4,808
-23
507
$233K 0.02%
4,310
+25
508
$229K 0.02%
6,351
+2
509
$228K 0.01%
559
+15
510
$228K 0.01%
4,838
-1,313
511
$228K 0.01%
1,427
+113
512
$227K 0.01%
2,538
513
$226K 0.01%
2,418
-3,636
514
$226K 0.01%
5,049
-9
515
$226K 0.01%
2,099
+9
516
$226K 0.01%
3,531
-2,973
517
$226K 0.01%
3,948
-126
518
$224K 0.01%
4,659
-6
519
$224K 0.01%
3,989
-267
520
$223K 0.01%
509
521
$223K 0.01%
2,027
-73
522
$223K 0.01%
1,421
-76
523
$222K 0.01%
1,940
-210
524
$221K 0.01%
8,365
525
$221K 0.01%
6,085
-275
19 20
21
22 23