RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
626
$11K ﹤0.01%
300
627
$11K ﹤0.01%
336
628
$11K ﹤0.01%
809
629
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298
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630
$11K ﹤0.01%
291
631
$11K ﹤0.01%
80
632
$11K ﹤0.01%
+2,308
633
$11K ﹤0.01%
8
-1
634
$10K ﹤0.01%
200
635
$10K ﹤0.01%
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636
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296
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638
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$10K ﹤0.01%
189
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640
$10K ﹤0.01%
200
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$10K ﹤0.01%
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494
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+300
645
$10K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
406
648
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200
649
$10K ﹤0.01%
700
650
$10K ﹤0.01%
193
-22,087
24 25
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27 28