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
726
$6K ﹤0.01%
134
727
$6K ﹤0.01%
664
728
$6K ﹤0.01%
422
+200
729
$6K ﹤0.01%
266
+7
730
$6K ﹤0.01%
95
-346
731
$6K ﹤0.01%
215
-1,982
732
$6K ﹤0.01%
186
-497
733
$6K ﹤0.01%
1,000
734
$5K ﹤0.01%
+48
735
$5K ﹤0.01%
200
736
$5K ﹤0.01%
103
737
$5K ﹤0.01%
115
738
$5K ﹤0.01%
212
739
$5K ﹤0.01%
210
-320
740
$5K ﹤0.01%
99
+1
741
$5K ﹤0.01%
255
742
$5K ﹤0.01%
+300
743
$5K ﹤0.01%
250
744
$5K ﹤0.01%
250
745
$5K ﹤0.01%
150
746
$5K ﹤0.01%
205
+15
747
$5K ﹤0.01%
33
748
$5K ﹤0.01%
+80
749
$5K ﹤0.01%
50
750
$5K ﹤0.01%
+172
28 29
30
31 32