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
726
$6K ﹤0.01%
266
+7
727
$6K ﹤0.01%
95
-346
728
$6K ﹤0.01%
278
-1,925
729
$6K ﹤0.01%
1,244
-606
730
$6K ﹤0.01%
215
-1,982
731
$6K ﹤0.01%
186
-497
732
$6K ﹤0.01%
+6,365
733
$6K ﹤0.01%
1,000
734
$5K ﹤0.01%
200
735
$5K ﹤0.01%
80
736
$5K ﹤0.01%
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737
$5K ﹤0.01%
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738
$5K ﹤0.01%
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739
$5K ﹤0.01%
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740
$5K ﹤0.01%
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745
$5K ﹤0.01%
205
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746
$5K ﹤0.01%
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747
$5K ﹤0.01%
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748
$5K ﹤0.01%
+48
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$5K ﹤0.01%
200
750
$5K ﹤0.01%
103
28 29
30
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