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
376
$58K 0.02%
1,000
-800
377
$58K 0.02%
552
378
$58K 0.02%
3,956
+1,543
379
$57K 0.02%
+4,000
380
$56K 0.02%
1,667
+484
381
$56K 0.02%
500
382
$55K 0.01%
420
+170
383
$55K 0.01%
4,000
384
$55K 0.01%
2,225
+1,600
385
$55K 0.01%
110,440
+4,800
386
$55K 0.01%
+1,571
387
$54K 0.01%
1,278
388
$52K 0.01%
567
-4,028
389
$52K 0.01%
500
390
$52K 0.01%
571
391
$52K 0.01%
26,290
+16,290
392
$51K 0.01%
1,077
+1
393
$51K 0.01%
4,318
394
$51K 0.01%
474
+73
395
$50K 0.01%
282
-829
396
$50K 0.01%
2,437
-13,664
397
$50K 0.01%
1,266
398
$50K 0.01%
711
399
$49K 0.01%
346
+80
400
$48K 0.01%
300
14 15
16
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