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
176
$1.92M 0.13%
9,749
+761
177
$1.91M 0.12%
19,281
+1,508
178
$1.91M 0.12%
8,653
+420
179
$1.9M 0.12%
151,662
-4,981
180
$1.89M 0.12%
25,255
-480
181
$1.89M 0.12%
47,468
+1,060
182
$1.87M 0.12%
10,611
+87
183
$1.87M 0.12%
15,657
-298
184
$1.85M 0.12%
13,123
+756
185
$1.84M 0.12%
16,070
-513
186
$1.82M 0.12%
46,825
-1,496
187
$1.81M 0.12%
97,927
-2,205
188
$1.8M 0.12%
38,232
+57
189
$1.79M 0.12%
70,622
+12,367
190
$1.78M 0.12%
26,226
+372
191
$1.75M 0.11%
8,328
+3,808
192
$1.74M 0.11%
14,830
-293
193
$1.73M 0.11%
34,812
+6,564
194
$1.73M 0.11%
34,455
+1,705
195
$1.69M 0.11%
33,378
+4,757
196
$1.67M 0.11%
60,718
+171
197
$1.65M 0.11%
37,996
-382
198
$1.63M 0.11%
16,203
+7,676
199
$1.63M 0.11%
10,024
+773
200
$1.61M 0.11%
13,014
+113
6 7
8
9 10