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
826
$2K ﹤0.01%
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827
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828
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829
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830
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831
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832
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833
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834
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836
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51
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837
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838
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110
+84
839
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115
840
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+50
841
$2K ﹤0.01%
+70
842
$2K ﹤0.01%
39
843
$2K ﹤0.01%
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844
$2K ﹤0.01%
169
845
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164
-910
846
$2K ﹤0.01%
409
847
$2K ﹤0.01%
150
+25
848
$1K ﹤0.01%
180
-22
849
$1K ﹤0.01%
100
850
$1K ﹤0.01%
20
32 33
34
35 36