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
251
$110K 0.05%
3,400
+668
252
$109K 0.05%
+4,200
253
$109K 0.05%
1,560
-269
254
$108K 0.05%
2,500
+500
255
$108K 0.05%
1,476
-29
256
$107K 0.05%
3,325
257
$106K 0.04%
735
+140
258
$105K 0.04%
2,550
259
$103K 0.04%
1,726
260
$103K 0.04%
2,526
-706
261
$103K 0.04%
1,477
+994
262
$102K 0.04%
4,241
+2,711
263
$101K 0.04%
1,660
+487
264
$97K 0.04%
3,430
-280
265
$97K 0.04%
1,189
+329
266
$96K 0.04%
3,508
-36
267
$94K 0.04%
1,657
268
$94K 0.04%
2,188
-57
269
$93K 0.04%
3,332
+1,124
270
$93K 0.04%
681
+179
271
$93K 0.04%
1,113
+233
272
$93K 0.04%
1,372
+457
273
$92K 0.04%
+3,600
274
$91K 0.04%
+2,830
275
$90K 0.04%
2,714
+967
9 10
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