RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
State Street Financial Select Sector SPDR ETF
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
576
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301
+101
577
$15K 0.01%
150
578
$15K 0.01%
305
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579
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$15K 0.01%
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$15K 0.01%
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582
$14K 0.01%
600
583
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160
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584
$14K 0.01%
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585
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+1,000
586
$14K 0.01%
100
587
$14K 0.01%
691
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588
$14K 0.01%
462
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589
$13K 0.01%
419
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590
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325
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591
$13K 0.01%
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592
$13K 0.01%
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593
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597
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598
$13K 0.01%
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599
$13K 0.01%
+300
600
$13K 0.01%
743
-47
22 23
24
25 26