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
601
$12K 0.01%
375
602
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+200
603
$12K 0.01%
346
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$12K 0.01%
666
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605
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606
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500
607
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608
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333
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609
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1,400
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610
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300
611
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100
612
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580
613
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400
614
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615
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616
$12K 0.01%
335
617
$11K ﹤0.01%
212
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618
$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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623
$11K ﹤0.01%
300
624
$11K ﹤0.01%
336
625
$11K ﹤0.01%
809
23 24
25
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