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
51
$1.74M 0.73%
28,921
+28,881
52
$1.73M 0.73%
+56,398
53
$1.71M 0.72%
17,432
+8,204
54
$1.68M 0.71%
19,017
+16,597
55
$1.63M 0.69%
16,672
+3,316
56
$1.62M 0.69%
43,314
+7,139
57
$1.59M 0.67%
60,791
+4,004
58
$1.54M 0.65%
39,830
+2,452
59
$1.53M 0.65%
14,190
+11,025
60
$1.53M 0.65%
62,160
+54,405
61
$1.51M 0.64%
13,322
-2,522
62
$1.5M 0.64%
29,649
+313
63
$1.47M 0.62%
44,010
+3,588
64
$1.46M 0.62%
27,237
+4,123
65
$1.42M 0.6%
62,532
+56,628
66
$1.4M 0.59%
+23,670
67
$1.37M 0.58%
13,956
+2,198
68
$1.36M 0.57%
12,011
-908
69
$1.22M 0.52%
68,564
+868
70
$1.18M 0.5%
21,368
-9,200
71
$1.17M 0.5%
64,412
+3,785
72
$1.16M 0.49%
46,274
-1,444
73
$1.1M 0.47%
15,026
-1,294
74
$1.08M 0.46%
+126,696
75
$1.05M 0.45%
14,793
+10,942
1 2
3
4 5