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
751
$5K ﹤0.01%
200
752
$5K ﹤0.01%
80
753
$5K ﹤0.01%
294
754
$5K ﹤0.01%
+150
755
$5K ﹤0.01%
140
756
$5K ﹤0.01%
+1,400
757
$5K ﹤0.01%
100
758
$5K ﹤0.01%
100
759
$5K ﹤0.01%
77
-249
760
$4K ﹤0.01%
200
761
$4K ﹤0.01%
280
762
$4K ﹤0.01%
100
763
$4K ﹤0.01%
+1
764
$4K ﹤0.01%
59
-29
765
$4K ﹤0.01%
140
766
$4K ﹤0.01%
50
767
$4K ﹤0.01%
40
-1
768
$4K ﹤0.01%
100
769
$4K ﹤0.01%
36
770
$4K ﹤0.01%
135
-3
771
$4K ﹤0.01%
101
-495
772
$4K ﹤0.01%
50
773
$4K ﹤0.01%
67
+1
774
$4K ﹤0.01%
210
775
$4K ﹤0.01%
+450
29 30
31
32 33