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
$175M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.57M
3
+$1.57M
4
RPXC
RPX Corporation
RPXC
+$1.3M
5
CPLA
Capella Education Company
CPLA
+$1.21M

Top Sells

1
+$1.63M
2
+$1.51M
3
+$1.43M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.27M

Sector Composition

1 Consumer Discretionary 9.03%
2 Energy 6.62%
3 Industrials 6.39%
4 Consumer Staples 6.37%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5K ﹤0.01%
307
-2,213
677
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33
678
$5K ﹤0.01%
361
-463
679
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664
680
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220
+200
681
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259
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682
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200
683
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80
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684
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67
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685
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76
687
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120
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688
$5K ﹤0.01%
+200
689
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690
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155
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691
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$4K ﹤0.01%
140
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698
$4K ﹤0.01%
41
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699
$4K ﹤0.01%
250
700
$4K ﹤0.01%
190
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26 27
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29 30