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
101
$3.32M 0.28%
78,968
+3,808
102
$3.28M 0.28%
36,313
+1,693
103
$3.28M 0.28%
69,635
+18,453
104
$3.22M 0.27%
47,007
+27,295
105
$3.21M 0.27%
67,361
-27,467
106
$3.19M 0.27%
20,391
+3,042
107
$3.15M 0.27%
143,138
-131,330
108
$3.09M 0.26%
16,365
+379
109
$3.09M 0.26%
82,301
+30,625
110
$3.05M 0.26%
29,083
-16,689
111
$3.04M 0.26%
14,621
+308
112
$3M 0.25%
17,476
-275
113
$2.99M 0.25%
14,930
+2,807
114
$2.98M 0.25%
117,281
+7,726
115
$2.94M 0.25%
23,646
-8,727
116
$2.94M 0.25%
+12,802
117
$2.85M 0.24%
36,357
+10,167
118
$2.83M 0.24%
75,623
+11,421
119
$2.82M 0.24%
50,345
-1,133
120
$2.76M 0.23%
111,266
-21,231
121
$2.66M 0.22%
56,366
+1,827
122
$2.66M 0.22%
24,391
+3,934
123
$2.63M 0.22%
29,125
+4,804
124
$2.6M 0.22%
35,146
+3,943
125
$2.58M 0.22%
19,693
+1,995
3 4
5
6 7