RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.57M
3
+$1.57M
4
RPXC
RPX Corporation
RPXC
+$1.3M
5
CPLA
Capella Education Company
CPLA
+$1.21M

Top Sells

1
+$1.63M
2
+$1.51M
3
+$1.43M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.27M

Sector Composition

1 Consumer Discretionary 9.03%
2 Energy 6.62%
3 Industrials 6.39%
4 Consumer Staples 6.37%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K 0.02%
480
+200
402
$26K 0.01%
560
+360
403
$26K 0.01%
715
-260
404
$26K 0.01%
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405
$25K 0.01%
520
406
$25K 0.01%
766
407
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1,700
408
$25K 0.01%
532
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409
$25K 0.01%
2,376
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410
$25K 0.01%
+330
411
$25K 0.01%
2,767
-100
412
$25K 0.01%
550
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413
$25K 0.01%
87
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414
$24K 0.01%
2,220
-1,080
415
$24K 0.01%
+1,137
416
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1,296
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417
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600
418
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419
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441
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422
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423
$23K 0.01%
1,330
-280
424
$23K 0.01%
218
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425
$23K 0.01%
653
15 16
17
18 19