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
401
$48K 0.01%
78
+12
402
$48K 0.01%
2,119
403
$48K 0.01%
588
404
$48K 0.01%
1,896
+98
405
$48K 0.01%
1,153
406
$47K 0.01%
+1,164
407
$47K 0.01%
345
+165
408
$46K 0.01%
774
+724
409
$46K 0.01%
915
410
$45K 0.01%
453
-324
411
$45K 0.01%
384
+138
412
$45K 0.01%
1,500
413
$44K 0.01%
795
-660
414
$44K 0.01%
1,372
+158
415
$43K 0.01%
460
-150
416
$43K 0.01%
1,373
-300
417
$42K 0.01%
219
+33
418
$42K 0.01%
2,865
+255
419
$42K 0.01%
805
-222
420
$41K 0.01%
500
421
$41K 0.01%
825
422
$41K 0.01%
845
423
$40K 0.01%
1,686
424
$40K 0.01%
649
+495
425
$40K 0.01%
500
+100
15 16
17
18 19