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
$373M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.16M
3
+$3.77M
4
RGR icon
Sturm, Ruger & Co
RGR
+$2.89M
5
WFM
Whole Foods Market Inc
WFM
+$2.56M

Top Sells

1
+$3.49M
2
+$2.92M
3
+$2.83M
4
EBAY icon
eBay
EBAY
+$2.42M
5
KO icon
Coca-Cola
KO
+$2.28M

Sector Composition

1 Consumer Discretionary 8.61%
2 Financials 5.71%
3 Healthcare 5.48%
4 Consumer Staples 4.32%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$74K 0.02%
2,064
+92
352
$73K 0.02%
3,074
-850
353
$72K 0.02%
1,370
+20
354
$70K 0.02%
974
-159
355
$70K 0.02%
1,462
356
$69K 0.02%
2,564
-453
357
$69K 0.02%
3,720
-54,647
358
$69K 0.02%
+3,965
359
$69K 0.02%
1,040
-617
360
$68K 0.02%
5,125
+1,500
361
$68K 0.02%
2,334
-598
362
$68K 0.02%
1,378
+2
363
$67K 0.02%
1,354
+30
364
$67K 0.02%
1,503
+593
365
$66K 0.02%
748
-202
366
$65K 0.02%
701
+40
367
$65K 0.02%
2,999
368
$64K 0.02%
490
-115
369
$63K 0.02%
1,156
+690
370
$63K 0.02%
1,180
+36
371
$63K 0.02%
2,541
372
$62K 0.02%
2,241
-6,841
373
$62K 0.02%
850
374
$61K 0.02%
1,150
-535
375
$60K 0.02%
816
13 14
15
16 17