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
376
$82K 0.02%
2,250
377
$80K 0.02%
1,687
378
$80K 0.02%
1,200
379
$80K 0.02%
10,000
+2,000
380
$79K 0.02%
1,462
381
$79K 0.02%
974
+345
382
$79K 0.02%
4,310
383
$77K 0.02%
1,852
384
$77K 0.02%
1,800
385
$76K 0.02%
1,480
+80
386
$76K 0.02%
+6,223
387
$75K 0.02%
+4,545
388
$75K 0.02%
645
-390
389
$75K 0.02%
1,750
390
$75K 0.02%
+2,270
391
$73K 0.02%
1,384
392
$71K 0.02%
1,370
393
$71K 0.02%
1,475
394
$67K 0.02%
1,645
+12
395
$67K 0.02%
1,075
+805
396
$66K 0.02%
5,125
397
$66K 0.02%
918
-28,177
398
$66K 0.02%
1,655
-1,002
399
$66K 0.02%
991
-4,111
400
$66K 0.02%
650
14 15
16
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