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
1
$4.91M 2.08%
119,690
+91,591
2
$4.15M 1.76%
33,453
+18,643
3
$4.13M 1.75%
58,544
+35,976
4
$4.03M 1.71%
21,558
+17,282
5
$3.8M 1.61%
198,184
+57,344
6
$3.46M 1.46%
51,467
+42,319
7
$3.26M 1.38%
123,070
+19,646
8
$2.87M 1.22%
92,709
+8,572
9
$2.79M 1.18%
71,465
-8,614
10
$2.73M 1.15%
23,431
+22,530
11
$2.72M 1.15%
138,849
+134,396
12
$2.69M 1.14%
14,322
-4,265
13
$2.67M 1.13%
64,799
-3,951
14
$2.61M 1.11%
55,220
+53,370
15
$2.56M 1.08%
32,749
-2,826
16
$2.49M 1.06%
50,516
+1,781
17
$2.48M 1.05%
28,311
+3,201
18
$2.45M 1.04%
19,377
+4,117
19
$2.43M 1.03%
6,225
+1,710
20
$2.39M 1.01%
21,294
+10,981
21
$2.38M 1.01%
27,557
-3,731
22
$2.37M 1%
56,296
+16,938
23
$2.33M 0.99%
54,892
+2,729
24
$2.24M 0.95%
27,951
+309
25
$2.23M 0.94%
31,690
+6,420
1
2 3 4 5