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
$405M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.12M
3
+$2.92M
4
GILD icon
Gilead Sciences
GILD
+$2.89M
5
PII icon
Polaris
PII
+$2.87M

Top Sells

1
+$7.6M
2
+$3.57M
3
+$3.32M
4
RGR icon
Sturm, Ruger & Co
RGR
+$3.2M
5
PETM
PETSMART INC
PETM
+$3.16M

Sector Composition

1 Consumer Discretionary 8.15%
2 Financials 6.33%
3 Healthcare 6.27%
4 Consumer Staples 4.44%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$35K 0.01%
698
-217
477
$35K 0.01%
586
+550
478
$35K 0.01%
+1,356
479
$35K 0.01%
383
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480
$35K 0.01%
695
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481
$35K 0.01%
2,052
-1,904
482
$35K 0.01%
200
483
$34K 0.01%
305
+105
484
$34K 0.01%
885
+232
485
$34K 0.01%
222
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486
$34K 0.01%
1,478
-112
487
$34K 0.01%
450
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488
$34K 0.01%
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489
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490
$34K 0.01%
647
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491
$34K 0.01%
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492
$34K 0.01%
1,601
-295
493
$34K 0.01%
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494
$33K 0.01%
615
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495
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496
$32K 0.01%
200
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497
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500
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498
$32K 0.01%
650
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499
$31K 0.01%
1,158
-285
500
$31K 0.01%
664
18 19
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