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
$452M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.26M
3
+$2.03M
4
SAFM
Sanderson Farms Inc
SAFM
+$1.99M
5
HUM icon
Humana
HUM
+$1.93M

Top Sells

1
+$2.35M
2
+$2.25M
3
+$2.13M
4
AMGN icon
Amgen
AMGN
+$2.07M
5
MON
Monsanto Co
MON
+$2.06M

Sector Composition

1 Healthcare 6.29%
2 Technology 5.86%
3 Consumer Staples 5.54%
4 Financials 5.49%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-11,684
327
– –
0
328
– –
-17,625
10 11 12 13
14