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
701
$7K ﹤0.01%
200
+30
702
$7K ﹤0.01%
825
-387
703
$7K ﹤0.01%
+477
704
$7K ﹤0.01%
1,372
705
$7K ﹤0.01%
25
706
$7K ﹤0.01%
294
+1
707
$7K ﹤0.01%
+202
708
$7K ﹤0.01%
400
709
$7K ﹤0.01%
+70
710
$7K ﹤0.01%
2,335
-845
711
$7K ﹤0.01%
360
712
$7K ﹤0.01%
100
713
$7K ﹤0.01%
264
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714
$7K ﹤0.01%
294
715
$7K ﹤0.01%
194
-785
716
$6K ﹤0.01%
308
717
$6K ﹤0.01%
308
718
$6K ﹤0.01%
80
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719
$6K ﹤0.01%
200
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720
$6K ﹤0.01%
150
721
$6K ﹤0.01%
1,440
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722
$6K ﹤0.01%
+275
723
$6K ﹤0.01%
134
724
$6K ﹤0.01%
664
725
$6K ﹤0.01%
422
+200
27 28
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