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
651
$12K ﹤0.01%
+250
652
$12K ﹤0.01%
300
-200
653
$12K ﹤0.01%
510
654
$12K ﹤0.01%
305
-200
655
$12K ﹤0.01%
104
-15
656
$12K ﹤0.01%
1,000
657
$12K ﹤0.01%
100
658
$12K ﹤0.01%
+900
659
$12K ﹤0.01%
431
660
$12K ﹤0.01%
+900
661
$12K ﹤0.01%
+800
662
$12K ﹤0.01%
+411
663
$11K ﹤0.01%
153
-2,501
664
$11K ﹤0.01%
200
665
$11K ﹤0.01%
+427
666
$11K ﹤0.01%
325
-60
667
$11K ﹤0.01%
+1,000
668
$11K ﹤0.01%
224
+106
669
$11K ﹤0.01%
391
-3,682
670
$11K ﹤0.01%
377
671
$11K ﹤0.01%
480
672
$11K ﹤0.01%
125
+10
673
$11K ﹤0.01%
+562
674
$11K ﹤0.01%
266
+144
675
$11K ﹤0.01%
72
25 26
27
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