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
126
$453K 0.19%
7,309
+2,985
127
$450K 0.19%
6,110
-11
128
$443K 0.19%
4,384
+353
129
$436K 0.18%
7,992
+2,758
130
$436K 0.18%
+16,090
131
$429K 0.18%
+8,206
132
$421K 0.18%
11,922
+1,326
133
$420K 0.18%
16,932
+7,903
134
$409K 0.17%
8,113
135
$402K 0.17%
9,160
+252
136
$401K 0.17%
12,199
+11,537
137
$392K 0.17%
+17,960
138
$385K 0.16%
6,341
+5,855
139
$384K 0.16%
7,830
+1,132
140
$383K 0.16%
+9,095
141
$374K 0.16%
16,436
-4,509
142
$373K 0.16%
+10,113
143
$368K 0.16%
3,241
+910
144
$366K 0.15%
+3,402
145
$366K 0.15%
4,307
+725
146
$362K 0.15%
4,160
+4
147
$350K 0.15%
8,531
-1,504
148
$347K 0.15%
4,400
+2,312
149
$347K 0.15%
1,757
+1,685
150
$337K 0.14%
+10,106
4 5
6
7 8