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
426
$33K 0.01%
1,066
427
$33K 0.01%
3,825
+302
428
$32K 0.01%
406
+71
429
$32K 0.01%
928
430
$32K 0.01%
413
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431
$32K 0.01%
4,325
432
$32K 0.01%
4,123
433
$31K 0.01%
2,265
+1,515
434
$31K 0.01%
415
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435
$30K 0.01%
420
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436
$30K 0.01%
5,032
+1,018
437
$30K 0.01%
200
438
$30K 0.01%
200
439
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440
$29K 0.01%
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441
$29K 0.01%
386
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442
$28K 0.01%
400
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532
444
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600
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448
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449
$28K 0.01%
760
450
$27K 0.01%
600
16 17
18
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