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
76
$5.44M 0.36%
52,992
+730
77
$5.34M 0.35%
25,024
+409
78
$5.29M 0.35%
35,180
+1,903
79
$5.17M 0.34%
57,814
-492
80
$5.12M 0.33%
44,488
+508
81
$5.11M 0.33%
44,375
+18,638
82
$5.11M 0.33%
112,878
-4,172
83
$5.1M 0.33%
40,526
+771
84
$5.1M 0.33%
28,000
+1,007
85
$5.05M 0.33%
200,376
-12,316
86
$5M 0.33%
131,020
+5,235
87
$4.9M 0.32%
20,235
+310
88
$4.86M 0.32%
82,350
+11,617
89
$4.82M 0.31%
5,323
+16
90
$4.74M 0.31%
23,137
+759
91
$4.72M 0.31%
35,709
+515
92
$4.71M 0.31%
28,553
+1,589
93
$4.59M 0.3%
49,995
+3,174
94
$4.54M 0.3%
32,828
-379
95
$4.46M 0.29%
16,732
+264
96
$4.46M 0.29%
267,143
+119,118
97
$4.45M 0.29%
132,233
-2,362
98
$4.4M 0.29%
48,314
+4,274
99
$4.36M 0.28%
36,947
+5,503
100
$4.36M 0.28%
91,772
+2,783
2 3
4
5 6