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
1
$76.3M 4.98%
139,410
-3,628
2
$31.1M 2.03%
69,693
+1,380
3
$30.9M 2.01%
64,398
+2,033
4
$30.1M 1.96%
142,682
+2,049
5
$25M 1.63%
357,693
+2,127
6
$24.5M 1.6%
45,007
+2,196
7
$24.1M 1.57%
203,091
+127
8
$23.1M 1.51%
186,832
+2,602
9
$20.6M 1.34%
192,393
+1,744
10
$19M 1.24%
225,739
+4,453
11
$18.7M 1.22%
109,031
+3,008
12
$18.3M 1.2%
707,118
+13,998
13
$18.1M 1.18%
48,272
-1,374
14
$15.8M 1.03%
443,104
-6,662
15
$15.5M 1.01%
94,073
+4,238
16
$15M 0.98%
350,841
+36,532
17
$14.9M 0.97%
138,889
-3,628
18
$14.7M 0.96%
76,021
+4,092
19
$14.3M 0.93%
139,284
+7,301
20
$14.1M 0.92%
28,105
+636
21
$13.8M 0.9%
81,003
+7,054
22
$13.4M 0.87%
296,127
+5,549
23
$13.3M 0.87%
268,294
+2,559
24
$12.8M 0.83%
119,958
+2,497
25
$12.8M 0.83%
87,349
+2,249
1
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