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
601
$16K ﹤0.01%
1,036
602
$16K ﹤0.01%
150
-1
603
$16K ﹤0.01%
1,000
604
$16K ﹤0.01%
100
605
$16K ﹤0.01%
3,000
606
$15K ﹤0.01%
799
607
$15K ﹤0.01%
650
608
$15K ﹤0.01%
480
+380
609
$15K ﹤0.01%
500
610
$15K ﹤0.01%
275
-3,765
611
$15K ﹤0.01%
706
+3
612
$15K ﹤0.01%
320
-335
613
$15K ﹤0.01%
558
-132
614
$15K ﹤0.01%
+304
615
$15K ﹤0.01%
+1,056
616
$15K ﹤0.01%
300
+100
617
$15K ﹤0.01%
+119
618
$15K ﹤0.01%
3,245
619
$15K ﹤0.01%
605
+13
620
$15K ﹤0.01%
431
-377
621
$15K ﹤0.01%
200
-184
622
$14K ﹤0.01%
756
+476
623
$14K ﹤0.01%
250
-75
624
$14K ﹤0.01%
809
625
$14K ﹤0.01%
1,175
23 24
25
26 27