RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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
+$3.59M
2
+$3.17M
3
+$2.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.6M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.57M

Top Sells

1
+$13.5M
2
+$2.01M
3
+$1.64M
4
RES icon
RPC Inc
RES
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M

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
$12K 0.01%
799
603
$12K 0.01%
333
+332
604
$12K 0.01%
1,400
-4,028
605
$12K 0.01%
+200
606
$12K 0.01%
38
607
$12K 0.01%
100
608
$12K 0.01%
580
609
$12K 0.01%
400
610
$12K 0.01%
109
-335
611
$12K 0.01%
346
-41
612
$12K 0.01%
666
-600
613
$12K 0.01%
+400
614
$12K 0.01%
297
615
$12K 0.01%
335
616
$12K 0.01%
500
617
$11K ﹤0.01%
+247
618
$11K ﹤0.01%
336
619
$11K ﹤0.01%
809
620
$11K ﹤0.01%
298
-41,114
621
$11K ﹤0.01%
291
622
$11K ﹤0.01%
80
623
$11K ﹤0.01%
212
+64
624
$11K ﹤0.01%
131
625
$11K ﹤0.01%
150
23 24
25
26 27