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
676
$8K ﹤0.01%
300
-77
677
$8K ﹤0.01%
+50
678
$8K ﹤0.01%
221
679
$8K ﹤0.01%
100
680
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150
-950
681
$7K ﹤0.01%
100
682
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183
-640
683
$7K ﹤0.01%
+120
684
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90
+60
685
$7K ﹤0.01%
+192
686
$7K ﹤0.01%
400
+200
687
$7K ﹤0.01%
47
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$7K ﹤0.01%
120
+50
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$7K ﹤0.01%
178
-650
690
$7K ﹤0.01%
126
+42
691
$7K ﹤0.01%
210
-78
692
$7K ﹤0.01%
+125
693
$7K ﹤0.01%
200
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694
$7K ﹤0.01%
200
695
$7K ﹤0.01%
+287
696
$7K ﹤0.01%
301
+26
697
$7K ﹤0.01%
+165
698
$7K ﹤0.01%
70
699
$7K ﹤0.01%
+250
700
$7K ﹤0.01%
100
-200
26 27
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29 30