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
201
$172K 0.07%
+5,360
202
$170K 0.07%
1,322
+170
203
$170K 0.07%
1,817
204
$169K 0.07%
4,173
-39,158
205
$168K 0.07%
4,246
+3,285
206
$167K 0.07%
2,355
-1,822
207
$165K 0.07%
1,331
+566
208
$164K 0.07%
5,530
+144
209
$164K 0.07%
5,230
+2,281
210
$163K 0.07%
+1,522
211
$161K 0.07%
4,700
+3,934
212
$160K 0.07%
+5,440
213
$160K 0.07%
4,184
+1,080
214
$159K 0.07%
4,330
-3,795
215
$157K 0.07%
1,407
+571
216
$155K 0.07%
2,134
+4
217
$155K 0.07%
2,066
-3
218
$153K 0.06%
5,390
+2,731
219
$151K 0.06%
2,015
+415
220
$147K 0.06%
3,747
+1,796
221
$147K 0.06%
4,500
222
$144K 0.06%
1,334
223
$144K 0.06%
3,958
+190
224
$143K 0.06%
2,637
+1,231
225
$139K 0.06%
2,824
+231
7 8
9
10 11