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
126
$3.43M 0.22%
34,222
-4,777
127
$3.38M 0.22%
24,779
+4,101
128
$3.37M 0.22%
49,213
+606
129
$3.28M 0.21%
18,938
+393
130
$3.16M 0.21%
37,649
-207
131
$3.11M 0.2%
19,417
+1,345
132
$3.1M 0.2%
52,421
+1,978
133
$3.1M 0.2%
33,738
+3,015
134
$3.01M 0.2%
48,883
+1,176
135
$2.99M 0.2%
47,521
+570
136
$2.97M 0.19%
9,485
+7,614
137
$2.95M 0.19%
55,673
-26,187
138
$2.9M 0.19%
145,787
+13,628
139
$2.87M 0.19%
102,559
-18,653
140
$2.86M 0.19%
19,617
-1,194
141
$2.84M 0.19%
37,134
-1,304
142
$2.77M 0.18%
7,591
+167
143
$2.76M 0.18%
16,350
+290
144
$2.74M 0.18%
13,486
+794
145
$2.72M 0.18%
37,000
-294
146
$2.72M 0.18%
30,081
-173
147
$2.71M 0.18%
50,702
+28,993
148
$2.55M 0.17%
22,399
+11
149
$2.51M 0.16%
6,500
+4,316
150
$2.48M 0.16%
98,466
+5,538
4 5
6
7 8