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
101
$608K 0.26%
5,921
+2,721
102
$603K 0.26%
4,875
+1,438
103
$601K 0.25%
12,514
-721
104
$594K 0.25%
12,200
+300
105
$594K 0.25%
+33,394
106
$591K 0.25%
6,062
+1,645
107
$590K 0.25%
21,445
+4,865
108
$588K 0.25%
26,121
+25,794
109
$557K 0.24%
7,536
+437
110
$555K 0.24%
5,581
+797
111
$552K 0.23%
2,202
+1,307
112
$548K 0.23%
13,842
-629
113
$545K 0.23%
5,652
+944
114
$530K 0.22%
8,676
+541
115
$527K 0.22%
4,366
+1,007
116
$521K 0.22%
7,800
-498
117
$517K 0.22%
30,066
+20,262
118
$494K 0.21%
+19,652
119
$477K 0.2%
15,122
+1,208
120
$473K 0.2%
+6,170
121
$472K 0.2%
22,386
-5,556
122
$471K 0.2%
6,948
+342
123
$464K 0.2%
18,572
-16,924
124
$464K 0.2%
5,556
+1,000
125
$463K 0.2%
5,790
+1,907
3 4
5
6 7