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
426
$40K 0.01%
716
+104
427
$40K 0.01%
2,511
428
$39K 0.01%
350
-25
429
$39K 0.01%
3,463
+100
430
$39K 0.01%
2,070
+6
431
$38K 0.01%
1,030
+250
432
$38K 0.01%
1,100
-428
433
$38K 0.01%
276
+40
434
$38K 0.01%
604
+152
435
$37K 0.01%
1,443
-250
436
$37K 0.01%
600
+300
437
$37K 0.01%
950
438
$37K 0.01%
900
-150
439
$37K 0.01%
+1,000
440
$37K 0.01%
200
441
$37K 0.01%
+1,590
442
$37K 0.01%
640
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443
$36K 0.01%
350
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444
$36K 0.01%
505
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445
$36K 0.01%
+884
446
$36K 0.01%
+424
447
$35K 0.01%
887
-450
448
$35K 0.01%
+870
449
$35K 0.01%
750
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450
$34K 0.01%
1,500
16 17
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