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
76
$991K 0.42%
16,945
+15,764
77
$964K 0.41%
9,120
+1,095
78
$961K 0.41%
20,212
+4,510
79
$960K 0.41%
26,405
+9,175
80
$950K 0.4%
60,926
+49,658
81
$939K 0.4%
17,095
+3,382
82
$923K 0.39%
+18,123
83
$896K 0.38%
32,184
+8,821
84
$864K 0.37%
9,927
+5
85
$860K 0.36%
12,264
+4,683
86
$846K 0.36%
20,639
+8,029
87
$808K 0.34%
15,632
+195
88
$792K 0.34%
6,338
+247
89
$776K 0.33%
10,073
+1,781
90
$752K 0.32%
9,325
+1,452
91
$724K 0.31%
8,227
-516
92
$691K 0.29%
+22,168
93
$686K 0.29%
24,507
+5,139
94
$683K 0.29%
13,506
+101
95
$681K 0.29%
6,969
+3,097
96
$649K 0.27%
12,429
+457
97
$625K 0.26%
8,753
-499
98
$621K 0.26%
6,374
-127
99
$617K 0.26%
15,950
+3,090
100
$608K 0.26%
+25,048
2 3
4
5 6