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
176
$211K 0.09%
3,326
+565
177
$208K 0.09%
+7,547
178
$206K 0.09%
5,932
-274
179
$206K 0.09%
+8,970
180
$202K 0.09%
4,597
+1,391
181
$201K 0.09%
7,875
+4,929
182
$197K 0.08%
13,200
183
$196K 0.08%
5,400
+732
184
$194K 0.08%
3,898
-213
185
$192K 0.08%
3,179
+1,369
186
$190K 0.08%
+2,900
187
$189K 0.08%
3,338
+4
188
$187K 0.08%
4,859
+334
189
$187K 0.08%
8,332
+3,852
190
$187K 0.08%
8,151
+8,055
191
$185K 0.08%
1,743
+1,525
192
$184K 0.08%
2,217
193
$182K 0.08%
2,330
+18
194
$178K 0.08%
4,444
+1,386
195
$176K 0.07%
4,108
+2,246
196
$176K 0.07%
6,900
197
$175K 0.07%
2,960
+2,100
198
$175K 0.07%
3,431
+2,534
199
$174K 0.07%
12,870
+9,885
200
$173K 0.07%
941
+328
6 7
8
9 10