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
151
$332K 0.14%
11,700
152
$332K 0.14%
+33,270
153
$322K 0.14%
8,900
+1,000
154
$308K 0.13%
5,053
-106
155
$297K 0.13%
2,700
+540
156
$291K 0.12%
5,952
-107
157
$290K 0.12%
2,619
158
$289K 0.12%
3,062
+1,954
159
$287K 0.12%
11,120
+1,341
160
$275K 0.12%
16,036
+11,568
161
$273K 0.12%
8,942
+4,723
162
$267K 0.11%
4,103
163
$261K 0.11%
4,336
+2,720
164
$255K 0.11%
2,400
+500
165
$250K 0.11%
2,200
166
$249K 0.11%
+9,500
167
$248K 0.11%
+10,659
168
$243K 0.1%
3,679
+6
169
$238K 0.1%
1,799
+1,784
170
$228K 0.1%
2,898
-7,491
171
$224K 0.09%
2,638
+425
172
$223K 0.09%
1,872
+1,042
173
$222K 0.09%
2,632
+721
174
$221K 0.09%
2,722
+8
175
$218K 0.09%
4,304
-806
5 6
7
8 9