RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
State Street Financial Select Sector SPDR ETF
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
801
$3K ﹤0.01%
81
-40
802
$3K ﹤0.01%
101
803
$3K ﹤0.01%
38
804
$3K ﹤0.01%
+62
805
$3K ﹤0.01%
294
+183
806
$3K ﹤0.01%
325
807
$3K ﹤0.01%
400
+30
808
$3K ﹤0.01%
80
-75
809
$3K ﹤0.01%
57
-220
810
$3K ﹤0.01%
102
-3
811
$3K ﹤0.01%
+20
812
$3K ﹤0.01%
90
-30
813
$3K ﹤0.01%
1,000
+500
814
$3K ﹤0.01%
+100
815
$2K ﹤0.01%
200
816
$2K ﹤0.01%
50
817
$2K ﹤0.01%
326
818
$2K ﹤0.01%
140
-10
819
$2K ﹤0.01%
120
+80
820
$2K ﹤0.01%
48
821
$2K ﹤0.01%
120
822
$2K ﹤0.01%
30
823
$2K ﹤0.01%
+80
824
$2K ﹤0.01%
14
825
$2K ﹤0.01%
49
31 32
33
34 35