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
101
$4.36M 0.28%
44,898
-11,123
102
$4.23M 0.28%
30,623
+2,709
103
$4.2M 0.27%
145,295
+45,505
104
$4.1M 0.27%
80,223
+2,039
105
$4.1M 0.27%
109,856
106
$4.07M 0.27%
105,171
+5,460
107
$3.96M 0.26%
18,396
+663
108
$3.93M 0.26%
31,231
+4,686
109
$3.92M 0.26%
17,971
+317
110
$3.87M 0.25%
44,065
-987
111
$3.86M 0.25%
75,239
+2,591
112
$3.81M 0.25%
86,557
-3,263
113
$3.79M 0.25%
22,274
+56
114
$3.79M 0.25%
37,048
-4,831
115
$3.77M 0.25%
19,193
+273
116
$3.66M 0.24%
15,342
+1,401
117
$3.57M 0.23%
72,696
+2,199
118
$3.57M 0.23%
52,032
-3,107
119
$3.55M 0.23%
107,197
+13,278
120
$3.52M 0.23%
43,131
-14,921
121
$3.51M 0.23%
37,213
+1,186
122
$3.51M 0.23%
15,495
+875
123
$3.5M 0.23%
32,870
-350
124
$3.5M 0.23%
51,361
+441
125
$3.44M 0.22%
45,486
-390
3 4
5
6 7