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
576
$18K ﹤0.01%
253
+200
577
$18K ﹤0.01%
5,540
578
$18K ﹤0.01%
3,488
579
$18K ﹤0.01%
450
-3,390
580
$18K ﹤0.01%
1,130
-415
581
$18K ﹤0.01%
+1,413
582
$18K ﹤0.01%
650
583
$18K ﹤0.01%
1,474
+2
584
$17K ﹤0.01%
450
585
$17K ﹤0.01%
800
+500
586
$17K ﹤0.01%
299
-1,001
587
$17K ﹤0.01%
520
+328
588
$17K ﹤0.01%
480
-1,745
589
$17K ﹤0.01%
911
590
$17K ﹤0.01%
487
-50
591
$17K ﹤0.01%
610
-238
592
$17K ﹤0.01%
192
+162
593
$17K ﹤0.01%
300
594
$17K ﹤0.01%
749
+274
595
$17K ﹤0.01%
208
-347
596
$17K ﹤0.01%
477
597
$17K ﹤0.01%
+900
598
$17K ﹤0.01%
1,230
599
$17K ﹤0.01%
898
+202
600
$17K ﹤0.01%
1,300
+800
22 23
24
25 26