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
701
$7K ﹤0.01%
2,620
-670
702
$7K ﹤0.01%
400
703
$7K ﹤0.01%
77
+1
704
$7K ﹤0.01%
+15
705
$7K ﹤0.01%
100
706
$7K ﹤0.01%
+153
707
$6K ﹤0.01%
+96
708
$6K ﹤0.01%
+149
709
$6K ﹤0.01%
36
-36
710
$6K ﹤0.01%
61
711
$6K ﹤0.01%
128
-18
712
$6K ﹤0.01%
38
-122
713
$6K ﹤0.01%
99
-15
714
$6K ﹤0.01%
86
-99
715
$6K ﹤0.01%
132
-1,072
716
$6K ﹤0.01%
110
-17
717
$6K ﹤0.01%
172
-2,000
718
$6K ﹤0.01%
+188
719
$6K ﹤0.01%
260
+5
720
$6K ﹤0.01%
+412
721
$6K ﹤0.01%
15
-35
722
$6K ﹤0.01%
89
-91
723
$6K ﹤0.01%
231
724
$6K ﹤0.01%
+455
725
$6K ﹤0.01%
+759
27 28
29
30 31