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
526
$220K 0.01%
5,122
-174
527
$219K 0.01%
8,023
+200
528
$219K 0.01%
713
+172
529
$219K 0.01%
+1,276
530
$219K 0.01%
+6,957
531
$217K 0.01%
1,396
-300
532
$217K 0.01%
8,887
-69
533
$216K 0.01%
4,416
+21
534
$216K 0.01%
+8,180
535
$215K 0.01%
10,263
+249
536
$212K 0.01%
+6,870
537
$211K 0.01%
4,094
-314
538
$210K 0.01%
2,135
-22
539
$209K 0.01%
1,643
540
$209K 0.01%
+819
541
$208K 0.01%
+6,441
542
$206K 0.01%
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543
$205K 0.01%
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544
$205K 0.01%
2,541
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545
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1,007
-1
546
$202K 0.01%
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547
$202K 0.01%
+2,563
548
$201K 0.01%
1,578
-411
549
$201K 0.01%
16,842
-8,585
550
$200K 0.01%
3,173
-1,242
20 21
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