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
$236M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.23M
3
+$2.84M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.62M

Top Sells

1
+$12.9M
2
+$2.1M
3
+$1.69M
4
CPLA
Capella Education Company
CPLA
+$1.63M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.59M

Sector Composition

1 Healthcare 6.9%
2 Industrials 6.03%
3 Energy 5.68%
4 Technology 5.59%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.06%
2,195
+199
227
$138K 0.06%
1,835
228
$138K 0.06%
2,572
-22
229
$136K 0.06%
5,664
-38,894
230
$136K 0.06%
5,811
+1,064
231
$135K 0.06%
2,121
-1
232
$135K 0.06%
2,508
+90
233
$134K 0.06%
818
-2,972
234
$133K 0.06%
2,433
+1,190
235
$132K 0.06%
1,761
+483
236
$132K 0.06%
3,145
237
$132K 0.06%
1,176
+342
238
$124K 0.05%
2,017
+1,914
239
$123K 0.05%
1,537
+626
240
$123K 0.05%
1,555
241
$120K 0.05%
1,181
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242
$120K 0.05%
1,390
+1,310
243
$119K 0.05%
7,040
+5
244
$114K 0.05%
2,794
-406
245
$113K 0.05%
3,618
+3,383
246
$112K 0.05%
4,040
247
$112K 0.05%
2,040
-995
248
$112K 0.05%
8,279
+6,430
249
$111K 0.05%
2,250
250
$110K 0.05%
+2,649
8 9
10
11 12