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
326
$58K 0.02%
1,146
+326
327
$58K 0.02%
1,482
328
$57K 0.02%
1,322
329
$57K 0.02%
1,383
+308
330
$56K 0.02%
200
331
$56K 0.02%
1,025
332
$56K 0.02%
546
+455
333
$54K 0.02%
1,086
+513
334
$54K 0.02%
1,000
335
$54K 0.02%
500
336
$53K 0.02%
2,300
+650
337
$53K 0.02%
117,280
+96,440
338
$53K 0.02%
1,275
+675
339
$53K 0.02%
1,504
-97
340
$52K 0.02%
+500
341
$52K 0.02%
2,119
+619
342
$52K 0.02%
1,400
+309
343
$50K 0.02%
1,673
344
$49K 0.02%
+1,075
345
$49K 0.02%
+3,625
346
$49K 0.02%
972
+564
347
$49K 0.02%
1,371
-1,299
348
$49K 0.02%
+1,010
349
$49K 0.02%
1,150
+26
350
$48K 0.02%
13,795
-3,931
12 13
14
15 16