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
651
$10K ﹤0.01%
250
652
$9K ﹤0.01%
800
653
$9K ﹤0.01%
300
654
$9K ﹤0.01%
200
-5
655
$9K ﹤0.01%
292
-370
656
$9K ﹤0.01%
800
657
$9K ﹤0.01%
260
658
$9K ﹤0.01%
500
659
$9K ﹤0.01%
214
660
$9K ﹤0.01%
285
661
$9K ﹤0.01%
+1,750
662
$9K ﹤0.01%
300
-259
663
$9K ﹤0.01%
295
664
$9K ﹤0.01%
67
665
$9K ﹤0.01%
780
666
$9K ﹤0.01%
118
667
$9K ﹤0.01%
+13
668
$8K ﹤0.01%
200
669
$8K ﹤0.01%
99
-1
670
$8K ﹤0.01%
+300
671
$8K ﹤0.01%
+180
672
$8K ﹤0.01%
114
673
$8K ﹤0.01%
830
-250
674
$8K ﹤0.01%
128
-54
675
$8K ﹤0.01%
200
25 26
27
28 29