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
176
$1.41M 0.12%
21,314
+860
177
$1.41M 0.12%
37,558
-1,489
178
$1.41M 0.12%
8,999
+3
179
$1.4M 0.12%
51,207
-505
180
$1.38M 0.12%
13,356
-549
181
$1.35M 0.11%
11,240
-9,467
182
$1.33M 0.11%
16,030
+1,010
183
$1.31M 0.11%
6,384
+1,846
184
$1.3M 0.11%
52,475
-64
185
$1.28M 0.11%
12,070
+3,507
186
$1.27M 0.11%
29,113
+1,806
187
$1.25M 0.11%
19,920
+5,260
188
$1.23M 0.1%
29,998
-2,347
189
$1.21M 0.1%
20,720
+6,487
190
$1.21M 0.1%
8,303
-319
191
$1.2M 0.1%
27,735
+1,869
192
$1.17M 0.1%
7,531
-201
193
$1.17M 0.1%
64,061
+1,270
194
$1.17M 0.1%
3,098
+2,504
195
$1.16M 0.1%
11,293
+1,954
196
$1.15M 0.1%
23,308
+3,414
197
$1.15M 0.1%
68,726
-7,128
198
$1.15M 0.1%
5,229
+1,914
199
$1.11M 0.09%
28,416
-1,376
200
$1.09M 0.09%
49,743
+4,276
6 7
8
9 10