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
626
$14K ﹤0.01%
170
627
$14K ﹤0.01%
295
628
$14K ﹤0.01%
1,661
-1,106
629
$14K ﹤0.01%
385
630
$14K ﹤0.01%
298
+145
631
$14K ﹤0.01%
1,000
632
$14K ﹤0.01%
335
633
$14K ﹤0.01%
+200
634
$13K ﹤0.01%
+1,415
635
$13K ﹤0.01%
650
636
$13K ﹤0.01%
200
637
$13K ﹤0.01%
378
638
$13K ﹤0.01%
377
-224
639
$13K ﹤0.01%
+1,327
640
$13K ﹤0.01%
290
+175
641
$13K ﹤0.01%
187
+130
642
$13K ﹤0.01%
265
643
$13K ﹤0.01%
325
-275
644
$13K ﹤0.01%
200
645
$12K ﹤0.01%
300
646
$12K ﹤0.01%
600
647
$12K ﹤0.01%
175
-20
648
$12K ﹤0.01%
333
649
$12K ﹤0.01%
91
-41
650
$12K ﹤0.01%
1,500
24 25
26
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