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
751
$5K ﹤0.01%
115
752
$5K ﹤0.01%
50
753
$5K ﹤0.01%
+172
754
$5K ﹤0.01%
294
755
$5K ﹤0.01%
+150
756
$5K ﹤0.01%
140
757
$5K ﹤0.01%
+1,400
758
$5K ﹤0.01%
100
759
$5K ﹤0.01%
100
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
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32 33