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
201
$1.54M 0.1%
9,411
+5,204
202
$1.53M 0.1%
10,869
+356
203
$1.53M 0.1%
66,627
-2,577
204
$1.52M 0.1%
32,782
-1,616
205
$1.52M 0.1%
12,024
+120
206
$1.52M 0.1%
2,975
-127
207
$1.52M 0.1%
17,687
+2,705
208
$1.51M 0.1%
25,454
-256
209
$1.49M 0.1%
35,976
+10,217
210
$1.49M 0.1%
18,340
+3,133
211
$1.48M 0.1%
20,674
+3,300
212
$1.43M 0.09%
11,854
-927
213
$1.4M 0.09%
+48,250
214
$1.37M 0.09%
30,159
-1,107
215
$1.34M 0.09%
17,054
+734
216
$1.34M 0.09%
10,395
+290
217
$1.31M 0.09%
8,767
+445
218
$1.3M 0.09%
12,707
+100
219
$1.3M 0.09%
4,171
+63
220
$1.3M 0.08%
6,512
+674
221
$1.3M 0.08%
73,382
+272
222
$1.29M 0.08%
8,181
-13
223
$1.28M 0.08%
56,034
+12,616
224
$1.25M 0.08%
20,690
+8,711
225
$1.24M 0.08%
14,010
-371
7 8
9
10 11