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
551
$188K 0.01%
14,000
552
$143K 0.01%
17,250
553
$133K 0.01%
24,136
+584
554
$132K 0.01%
+10,847
555
$131K 0.01%
19,774
+1,340
556
$125K 0.01%
10,954
557
$111K 0.01%
20,642
-16
558
$90.4K 0.01%
13,550
+100
559
$84.4K 0.01%
13,606
560
$71.7K ﹤0.01%
15,995
-364
561
$63.3K ﹤0.01%
13,350
562
$53.6K ﹤0.01%
11,177
563
$52.7K ﹤0.01%
25,683
+3,705
564
$49.8K ﹤0.01%
28,460
565
$43.9K ﹤0.01%
18,760
+7,340
566
$38.4K ﹤0.01%
32,800
-500
567
$4.51K ﹤0.01%
275
568
– –
-5,718
569
– –
-46,673
570
– –
-9,609
571
– –
-7,314
572
– –
-11,509
573
– –
-4,633
574
– –
-6,062
575
– –
-1,611
21 22
23
24 25