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
501
$28K 0.01%
1,160
502
$28K 0.01%
300
-431
503
$28K 0.01%
600
+400
504
$28K 0.01%
652
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505
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225
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506
$28K 0.01%
325
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507
$28K 0.01%
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508
$27K 0.01%
1,080
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509
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832
-77,488
510
$27K 0.01%
3,000
511
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939
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512
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530
513
$27K 0.01%
5,348
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514
$27K 0.01%
342
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515
$27K 0.01%
551
+534
516
$27K 0.01%
760
517
$27K 0.01%
66
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518
$26K 0.01%
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519
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520
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521
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522
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+1,772
523
$25K 0.01%
1,658
-555
524
$25K 0.01%
+3,300
525
$25K 0.01%
550
-50
19 20
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