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
676
$8K ﹤0.01%
350
677
$8K ﹤0.01%
100
678
$8K ﹤0.01%
+70
679
$8K ﹤0.01%
950
680
$8K ﹤0.01%
120
-60
681
$8K ﹤0.01%
300
682
$8K ﹤0.01%
+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%
100
688
$7K ﹤0.01%
100
689
$7K ﹤0.01%
146
-3
690
$7K ﹤0.01%
500
-3,000
691
$7K ﹤0.01%
100
692
$7K ﹤0.01%
800
693
$7K ﹤0.01%
123
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694
$7K ﹤0.01%
214
695
$7K ﹤0.01%
440
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696
$7K ﹤0.01%
119
-60
697
$7K ﹤0.01%
200
698
$7K ﹤0.01%
280
+40
699
$7K ﹤0.01%
+190
700
$7K ﹤0.01%
200
+30
26 27
28
29 30