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
676
$11K ﹤0.01%
592
+242
677
$11K ﹤0.01%
+350
678
$11K ﹤0.01%
894
-1,648
679
$11K ﹤0.01%
449
680
$11K ﹤0.01%
264
681
$11K ﹤0.01%
335
682
$11K ﹤0.01%
+1,000
683
$10K ﹤0.01%
+262
684
$10K ﹤0.01%
+800
685
$10K ﹤0.01%
200
686
$10K ﹤0.01%
70
687
$10K ﹤0.01%
620
+375
688
$10K ﹤0.01%
+449
689
$10K ﹤0.01%
164
-995
690
$10K ﹤0.01%
585
-9,676
691
$10K ﹤0.01%
333
692
$10K ﹤0.01%
+75
693
$10K ﹤0.01%
+1,275
694
$10K ﹤0.01%
2,124
-1,107
695
$10K ﹤0.01%
373
-6,080
696
$10K ﹤0.01%
300
-375
697
$10K ﹤0.01%
363
698
$10K ﹤0.01%
2,460
-1,394
699
$10K ﹤0.01%
7,600
+500
700
$10K ﹤0.01%
250
26 27
28
29 30