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
876
$1K ﹤0.01%
12
-19,589
877
$1K ﹤0.01%
45
878
$1K ﹤0.01%
15
879
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25
880
$1K ﹤0.01%
20
881
$1K ﹤0.01%
33
-52,063
882
$1K ﹤0.01%
36
883
$1K ﹤0.01%
190
884
$1K ﹤0.01%
+357
885
– –
-80
886
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-30
887
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888
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889
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-51
890
$0 ﹤0.01%
4
891
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892
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894
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895
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896
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897
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0
898
$0 ﹤0.01%
2
899
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900
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34 35
36
37 38