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
76
$4.39M 0.37%
213,521
-43,832
77
$4.22M 0.35%
24,879
+837
78
$4.15M 0.35%
59,494
+16,397
79
$4.03M 0.34%
76,627
+10,214
80
$3.92M 0.33%
25,332
+3,168
81
$3.9M 0.33%
73,092
+3,024
82
$3.88M 0.33%
72,159
+8,757
83
$3.87M 0.33%
41,184
-15,413
84
$3.86M 0.33%
75,900
+1,969
85
$3.83M 0.32%
43,147
-6,903
86
$3.82M 0.32%
25,037
+1,025
87
$3.64M 0.31%
6,441
-107
88
$3.63M 0.31%
67,741
+6,472
89
$3.56M 0.3%
47,280
+379
90
$3.54M 0.3%
39,910
+27,835
91
$3.53M 0.3%
29,248
+1,799
92
$3.51M 0.3%
69,766
-3,122
93
$3.49M 0.29%
21,857
+2,447
94
$3.44M 0.29%
23,704
+1,888
95
$3.41M 0.29%
113,571
+4,056
96
$3.39M 0.29%
13,293
+1,774
97
$3.39M 0.29%
109,856
98
$3.39M 0.29%
33,137
+3,010
99
$3.33M 0.28%
13,832
+483
100
$3.33M 0.28%
37,689
+2,238
2 3
4
5 6