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
826
$2K ﹤0.01%
347
827
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23
828
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120
829
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205
830
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16
831
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+200
832
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80
-414
833
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834
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+208
835
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68
836
$2K ﹤0.01%
51
+47
837
$2K ﹤0.01%
10
838
$2K ﹤0.01%
110
+84
839
$2K ﹤0.01%
115
840
$2K ﹤0.01%
+50
841
$2K ﹤0.01%
+70
842
$2K ﹤0.01%
39
843
$2K ﹤0.01%
+200
844
$2K ﹤0.01%
169
845
$2K ﹤0.01%
164
-910
846
$2K ﹤0.01%
409
847
$2K ﹤0.01%
150
+25
848
$1K ﹤0.01%
110
-110
849
$1K ﹤0.01%
+35
850
$1K ﹤0.01%
35
32 33
34
35 36