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
551
$18K ﹤0.01%
932
552
$18K ﹤0.01%
690
-53
553
$18K ﹤0.01%
393
+50
554
$18K ﹤0.01%
1,654
+222
555
$18K ﹤0.01%
151
-169
556
$18K ﹤0.01%
717
+6
557
$18K ﹤0.01%
2,767
558
$17K ﹤0.01%
247
559
$17K ﹤0.01%
325
560
$17K ﹤0.01%
548
+157
561
$17K ﹤0.01%
248
562
$17K ﹤0.01%
430
+94
563
$17K ﹤0.01%
500
564
$17K ﹤0.01%
3,648
+510
565
$16K ﹤0.01%
1,000
-138,360
566
$16K ﹤0.01%
300
567
$16K ﹤0.01%
475
-3,160
568
$16K ﹤0.01%
542
+123
569
$16K ﹤0.01%
650
570
$16K ﹤0.01%
316
+28
571
$16K ﹤0.01%
536
+93
572
$16K ﹤0.01%
1,000
573
$16K ﹤0.01%
1,365
-182,607
574
$16K ﹤0.01%
1,435
+345
575
$16K ﹤0.01%
2,275
+805
21 22
23
24 25