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
51
$7.53M 0.49%
73,568
+25,132
52
$7.21M 0.47%
153,656
+5,415
53
$7.19M 0.47%
376,145
+1,259
54
$7.18M 0.47%
168,505
-1,753
55
$7.17M 0.47%
126,523
+25,859
56
$6.98M 0.46%
73,918
+3,392
57
$6.9M 0.45%
133,414
+5,791
58
$6.89M 0.45%
114,346
+4,554
59
$6.83M 0.45%
+177,857
60
$6.78M 0.44%
162,306
+483
61
$6.77M 0.44%
390,156
-4,757
62
$6.6M 0.43%
112,705
+1,836
63
$6.5M 0.42%
43,921
-224
64
$6.22M 0.41%
74,313
+262
65
$6.17M 0.4%
133,194
+10,577
66
$6.17M 0.4%
30,528
-114
67
$6.11M 0.4%
30,514
+266
68
$5.97M 0.39%
39,693
+309
69
$5.97M 0.39%
77,784
-2,955
70
$5.87M 0.38%
25,550
+204
71
$5.79M 0.38%
6,813
-49
72
$5.7M 0.37%
84,178
+4,564
73
$5.54M 0.36%
87,024
+3,193
74
$5.54M 0.36%
100,630
+4,430
75
$5.48M 0.36%
72,681
+956
1 2
3
4 5