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
826
$2K ﹤0.01%
23
827
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828
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829
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830
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+200
831
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80
-414
832
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833
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834
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68
835
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200
836
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51
+47
837
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10
838
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110
+84
839
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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