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
201
$1.08M 0.09%
14,344
-3,001
202
$1.07M 0.09%
9,763
-587
203
$1.07M 0.09%
22,685
+6,714
204
$1.04M 0.09%
2,636
+50
205
$1.03M 0.09%
14,988
+1,765
206
$995K 0.08%
3,645
-203
207
$993K 0.08%
6,453
+83
208
$988K 0.08%
+9,525
209
$978K 0.08%
11,858
-1,440
210
$976K 0.08%
+17,634
211
$970K 0.08%
6,692
+3,349
212
$960K 0.08%
2,627
+947
213
$957K 0.08%
24,079
+7,365
214
$955K 0.08%
9,857
-124
215
$943K 0.08%
37,234
+2,421
216
$933K 0.08%
8,264
+214
217
$930K 0.08%
8,374
-373
218
$920K 0.08%
15,239
-1,553
219
$918K 0.08%
25,320
-1,034
220
$915K 0.08%
3,406
+112
221
$901K 0.08%
6,038
+2,256
222
$874K 0.07%
10,736
-20
223
$848K 0.07%
32,083
+107
224
$844K 0.07%
15,620
+1,385
225
$842K 0.07%
11,428
+1,647
7 8
9
10 11