RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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
851
$1K ﹤0.01%
30
852
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853
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100
854
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857
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+100
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+10
859
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860
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20
861
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862
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26
863
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864
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200
865
$1K ﹤0.01%
+130
866
$1K ﹤0.01%
+57
867
$1K ﹤0.01%
68
868
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29
+1
869
$1K ﹤0.01%
60
-140
870
$1K ﹤0.01%
12
-19,589
871
$1K ﹤0.01%
45
872
$1K ﹤0.01%
15
873
$1K ﹤0.01%
190
874
$1K ﹤0.01%
+357
875
$1K ﹤0.01%
25
33 34
35
36 37