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
551
$21K 0.01%
1,700
552
$21K 0.01%
400
553
$21K 0.01%
675
554
$21K 0.01%
19,951
-6,339
555
$20K 0.01%
+289
556
$20K 0.01%
712
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557
$20K 0.01%
457
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558
$20K 0.01%
168
559
$20K 0.01%
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560
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1,200
-663
561
$19K ﹤0.01%
372
-50,618
562
$19K ﹤0.01%
520
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563
$19K ﹤0.01%
+1,707
564
$19K ﹤0.01%
1,907
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565
$19K ﹤0.01%
350
+250
566
$19K ﹤0.01%
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567
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$19K ﹤0.01%
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569
$19K ﹤0.01%
255
570
$19K ﹤0.01%
1,836
+290
571
$19K ﹤0.01%
734
572
$18K ﹤0.01%
2,800
573
$18K ﹤0.01%
206
574
$18K ﹤0.01%
629
+1
575
$18K ﹤0.01%
247
21 22
23
24 25