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
776
$4K ﹤0.01%
80
-13,245
777
$4K ﹤0.01%
2
778
$4K ﹤0.01%
160
779
$4K ﹤0.01%
1,140
+1,096
780
$4K ﹤0.01%
126
+1
781
$4K ﹤0.01%
51
+2
782
$4K ﹤0.01%
20
783
$4K ﹤0.01%
+176
784
$3K ﹤0.01%
36
785
$3K ﹤0.01%
91
786
$3K ﹤0.01%
245
787
$3K ﹤0.01%
+70
788
$3K ﹤0.01%
250
789
$3K ﹤0.01%
152
790
$3K ﹤0.01%
+100
791
$3K ﹤0.01%
100
792
$3K ﹤0.01%
100
793
$3K ﹤0.01%
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794
$3K ﹤0.01%
+1
795
$3K ﹤0.01%
+70
796
$3K ﹤0.01%
100
797
$3K ﹤0.01%
200
798
$3K ﹤0.01%
+250
799
$3K ﹤0.01%
81
-40
800
$3K ﹤0.01%
101
30 31
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