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
601
$12K 0.01%
726
602
$12K 0.01%
333
+332
603
$12K 0.01%
1,400
-4,028
604
$12K 0.01%
+200
605
$12K 0.01%
300
606
$12K 0.01%
100
607
$12K 0.01%
375
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%
+1,058
618
$11K ﹤0.01%
+2,308
619
$11K ﹤0.01%
212
+64
620
$11K ﹤0.01%
+247
621
$11K ﹤0.01%
131
622
$11K ﹤0.01%
150
623
$11K ﹤0.01%
225
624
$11K ﹤0.01%
+200
625
$11K ﹤0.01%
300
23 24
25
26 27