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
151
$2.42M 0.16%
97,857
+2,220
152
$2.41M 0.16%
87,344
-1,650
153
$2.35M 0.15%
21,616
-812
154
$2.34M 0.15%
44,777
+7,178
155
$2.32M 0.15%
11,951
-18
156
$2.29M 0.15%
19,520
-58
157
$2.29M 0.15%
8,771
+1,203
158
$2.28M 0.15%
8,634
-206
159
$2.27M 0.15%
25,735
-161
160
$2.25M 0.15%
8,583
+249
161
$2.24M 0.15%
28,841
+1,206
162
$2.22M 0.14%
13,830
-380
163
$2.2M 0.14%
7,001
+131
164
$2.16M 0.14%
26,983
+2,133
165
$2.14M 0.14%
8,581
+157
166
$2.11M 0.14%
31,977
+942
167
$2.11M 0.14%
4,188
-4,828
168
$2.03M 0.13%
4,546
+29
169
$2.02M 0.13%
26,620
-4,708
170
$2.01M 0.13%
16,976
-1,258
171
$2.01M 0.13%
39,835
-25,895
172
$1.99M 0.13%
10,059
-5
173
$1.99M 0.13%
10,895
+97
174
$1.99M 0.13%
5,777
+401
175
$1.98M 0.13%
35,534
-146
5 6
7
8 9