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
676
$8K ﹤0.01%
350
677
$8K ﹤0.01%
100
678
$8K ﹤0.01%
+70
679
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950
680
$8K ﹤0.01%
120
-60
681
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300
682
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+100
683
$8K ﹤0.01%
200
684
$8K ﹤0.01%
750
685
$8K ﹤0.01%
237
-33,795
686
$8K ﹤0.01%
126
-44
687
$7K ﹤0.01%
150
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688
$7K ﹤0.01%
100
689
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800
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$7K ﹤0.01%
100
691
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
214
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$7K ﹤0.01%
440
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$7K ﹤0.01%
119
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698
$7K ﹤0.01%
200
699
$7K ﹤0.01%
280
+40
700
$7K ﹤0.01%
+190
26 27
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