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
26
$2.21M 0.94%
29,648
-172,652
27
$2.18M 0.92%
33,719
+9,470
28
$2.16M 0.92%
18,501
+17,571
29
$2.16M 0.91%
29,298
+8,651
30
$2.09M 0.89%
1,754
+309
31
$2.09M 0.89%
22,236
+3,775
32
$2.07M 0.87%
87,500
+86,204
33
$2.05M 0.87%
+14,445
34
$2.03M 0.86%
+78,841
35
$2.02M 0.86%
+13,556
36
$2.02M 0.85%
55,716
+20,636
37
$2.02M 0.85%
24,070
+8,828
38
$2.02M 0.85%
34,186
+12,904
39
$2.01M 0.85%
18,647
+6,020
40
$1.98M 0.84%
42,489
+3,654
41
$1.96M 0.83%
+18,432
42
$1.95M 0.83%
20,376
+167
43
$1.95M 0.83%
48,696
+15,943
44
$1.92M 0.81%
118,106
+41,676
45
$1.92M 0.81%
27,526
+7,326
46
$1.9M 0.8%
+100,422
47
$1.9M 0.8%
36,868
+9,450
48
$1.88M 0.79%
+18,111
49
$1.82M 0.77%
14,703
+7,525
50
$1.74M 0.74%
5,699
+5,659
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