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
151
$1.95M 0.16%
7,330
+505
152
$1.94M 0.16%
6,478
+1,468
153
$1.94M 0.16%
34,807
-2,357
154
$1.93M 0.16%
8,386
-134
155
$1.83M 0.15%
3,403
+148
156
$1.79M 0.15%
17,915
-150
157
$1.79M 0.15%
30,437
+4,285
158
$1.77M 0.15%
32,424
-3,204
159
$1.76M 0.15%
27,194
-769
160
$1.74M 0.15%
10,618
+1,660
161
$1.73M 0.15%
9,779
-2,217
162
$1.72M 0.14%
37,145
+196
163
$1.62M 0.14%
3,215
+255
164
$1.6M 0.14%
10,060
+884
165
$1.59M 0.13%
12,343
+960
166
$1.57M 0.13%
7,811
+797
167
$1.55M 0.13%
14,420
+156
168
$1.55M 0.13%
72,054
+8,739
169
$1.52M 0.13%
22,084
+5,597
170
$1.5M 0.13%
25,321
+4,485
171
$1.49M 0.13%
57,546
+516
172
$1.48M 0.12%
+30,671
173
$1.47M 0.12%
18,099
+932
174
$1.46M 0.12%
4,847
+507
175
$1.45M 0.12%
25,183
+3,205
5 6
7
8 9