RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$8.41M
3
+$5.53M
4
KFRC icon
Kforce
KFRC
+$3.55M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.41M

Top Sells

1
+$4.02M
2
+$3.68M
3
+$3.42M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.42M
5
BAX icon
Baxter International
BAX
+$2.93M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$201K 0.05%
5,959
+5,924
227
$200K 0.05%
2,819
-894
228
$200K 0.05%
11,027
+326
229
$200K 0.05%
12,980
+3,235
230
$200K 0.05%
+3,924
231
$198K 0.05%
1,838
+1,581
232
$198K 0.05%
4,588
+4,070
233
$197K 0.05%
11,152
-1,730
234
$194K 0.05%
10,506
235
$193K 0.05%
6,379
+4
236
$193K 0.05%
+3,422
237
$192K 0.05%
3,284
-621
238
$191K 0.05%
3,184
+1,960
239
$191K 0.05%
4,854
+70
240
$190K 0.05%
3,992
+1,034
241
$187K 0.05%
15,387
+282
242
$187K 0.05%
1,084
-275
243
$187K 0.05%
7,530
-102
244
$186K 0.05%
3,931
-629
245
$184K 0.05%
3,911
+553
246
$183K 0.05%
6,776
-2,004
247
$183K 0.05%
3,464
+2,774
248
$181K 0.05%
3,434
+767
249
$180K 0.05%
4,036
+3,479
250
$179K 0.05%
20,052
+19,392
8 9
10
11 12