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
776
$4K ﹤0.01%
80
-13,245
777
$4K ﹤0.01%
160
778
$4K ﹤0.01%
1,140
+1,096
779
$4K ﹤0.01%
126
+1
780
$4K ﹤0.01%
51
+2
781
$4K ﹤0.01%
20
782
$4K ﹤0.01%
+176
783
$4K ﹤0.01%
2
784
$3K ﹤0.01%
57
-220
785
$3K ﹤0.01%
102
-3
786
$3K ﹤0.01%
+20
787
$3K ﹤0.01%
90
-30
788
$3K ﹤0.01%
1,000
+500
789
$3K ﹤0.01%
36
790
$3K ﹤0.01%
91
791
$3K ﹤0.01%
245
792
$3K ﹤0.01%
+70
793
$3K ﹤0.01%
250
794
$3K ﹤0.01%
152
795
$3K ﹤0.01%
+100
796
$3K ﹤0.01%
100
797
$3K ﹤0.01%
100
798
$3K ﹤0.01%
+26
799
$3K ﹤0.01%
+1
800
$3K ﹤0.01%
+70
30 31
32
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