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
$369M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.37M
3
+$3.3M
4
WDC icon
Western Digital
WDC
+$3.18M
5
VTR icon
Ventas
VTR
+$3.12M

Top Sells

1
+$4.39M
2
+$4.35M
3
+$3.98M
4
ALK icon
Alaska Air
ALK
+$3.85M
5
KFRC icon
Kforce
KFRC
+$3.73M

Sector Composition

1 Consumer Discretionary 8.24%
2 Healthcare 6.68%
3 Communication Services 4.27%
4 Industrials 4.16%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
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