RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
State Street Financial Select Sector SPDR ETF
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
301
$74K 0.03%
1,000
302
$73K 0.03%
+3,264
303
$73K 0.03%
1,237
+387
304
$73K 0.03%
2,000
-452
305
$73K 0.03%
2,403
-95
306
$73K 0.03%
1,180
307
$72K 0.03%
974
-993
308
$70K 0.03%
1,350
309
$69K 0.03%
1,950
310
$69K 0.03%
+2,999
311
$68K 0.03%
2,494
312
$67K 0.03%
1,600
+300
313
$67K 0.03%
1,440
314
$66K 0.03%
730
+17
315
$66K 0.03%
+2,939
316
$65K 0.03%
1,366
+103
317
$65K 0.03%
1,015
+198
318
$64K 0.03%
+10,990
319
$64K 0.03%
+2,890
320
$64K 0.03%
1,165
+50
321
$64K 0.03%
1,725
+1,670
322
$63K 0.03%
1,075
+532
323
$60K 0.03%
2,620
-6,780
324
$59K 0.03%
980
+100
325
$59K 0.03%
1,836
-17,234
11 12
13
14 15