RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
State Street Financial Select Sector SPDR ETF
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%
+190
702
$7K ﹤0.01%
200
+30
703
$7K ﹤0.01%
825
-387
704
$7K ﹤0.01%
+477
705
$7K ﹤0.01%
1,372
706
$7K ﹤0.01%
25
707
$7K ﹤0.01%
294
+1
708
$7K ﹤0.01%
+202
709
$7K ﹤0.01%
400
710
$7K ﹤0.01%
+70
711
$7K ﹤0.01%
2,335
-845
712
$7K ﹤0.01%
360
713
$7K ﹤0.01%
150
+30
714
$7K ﹤0.01%
264
-310
715
$7K ﹤0.01%
294
716
$6K ﹤0.01%
308
717
$6K ﹤0.01%
308
718
$6K ﹤0.01%
80
+10
719
$6K ﹤0.01%
200
-154
720
$6K ﹤0.01%
150
721
$6K ﹤0.01%
1,440
+800
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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