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
51
$6.16M 0.52%
123,460
+22,950
52
$6.14M 0.52%
71,194
-11,662
53
$6.05M 0.51%
119,189
+70,645
54
$5.99M 0.5%
398,873
+2,999
55
$5.95M 0.5%
183,615
+35,675
56
$5.92M 0.5%
27,892
-787
57
$5.79M 0.49%
44,265
+756
58
$5.68M 0.48%
150,219
-21,644
59
$5.64M 0.47%
162,337
-29,906
60
$5.62M 0.47%
199,698
-42
61
$5.4M 0.45%
55,590
-3,193
62
$5.39M 0.45%
47,613
+4,467
63
$5.29M 0.45%
56,211
+3,104
64
$5.28M 0.44%
40,021
+4,116
65
$5.26M 0.44%
61,483
+629
66
$5.03M 0.42%
14,354
+992
67
$4.94M 0.42%
37,704
+881
68
$4.9M 0.41%
113,002
+10,299
69
$4.9M 0.41%
25,175
-1,598
70
$4.89M 0.41%
75,937
-93
71
$4.84M 0.41%
66,899
-5,744
72
$4.61M 0.39%
60,918
+1,544
73
$4.55M 0.38%
81,278
+5,135
74
$4.54M 0.38%
59,744
-15,477
75
$4.53M 0.38%
40,983
+6,575
1 2
3
4 5