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
401
$37K 0.02%
1,183
402
$37K 0.02%
2,800
403
$36K 0.02%
364
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404
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405
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406
$36K 0.02%
1,400
-81,646
407
$36K 0.02%
+2,286
408
$36K 0.02%
350
409
$36K 0.02%
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410
$35K 0.01%
275
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411
$35K 0.01%
1,302
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412
$35K 0.01%
780
413
$35K 0.01%
700
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414
$34K 0.01%
224
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415
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416
$34K 0.01%
2,064
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417
$34K 0.01%
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418
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421
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2,205
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423
$33K 0.01%
201
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424
$33K 0.01%
681
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425
$33K 0.01%
1,500
-876
15 16
17
18 19