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
626
$11K ﹤0.01%
654
+293
627
$11K ﹤0.01%
535
+330
628
$10K ﹤0.01%
180
-3,045
629
$10K ﹤0.01%
200
+129
630
$10K ﹤0.01%
600
631
$10K ﹤0.01%
225
632
$10K ﹤0.01%
+91
633
$10K ﹤0.01%
285
634
$10K ﹤0.01%
1,070
+90
635
$10K ﹤0.01%
71
+35
636
$10K ﹤0.01%
126
-215
637
$10K ﹤0.01%
970
+730
638
$10K ﹤0.01%
100
639
$10K ﹤0.01%
56
640
$10K ﹤0.01%
200
-2,900
641
$10K ﹤0.01%
1,526
+216
642
$10K ﹤0.01%
+117
643
$10K ﹤0.01%
152
-152
644
$9K ﹤0.01%
370
+140
645
$9K ﹤0.01%
200
646
$9K ﹤0.01%
+325
647
$9K ﹤0.01%
720
+280
648
$9K ﹤0.01%
180
649
$9K ﹤0.01%
114
650
$9K ﹤0.01%
+250
24 25
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