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
726
$6K ﹤0.01%
80
727
$6K ﹤0.01%
165
-360
728
$6K ﹤0.01%
115
729
$6K ﹤0.01%
47
-128
730
$6K ﹤0.01%
1,372
731
$6K ﹤0.01%
75
-125
732
$6K ﹤0.01%
205
+1
733
$6K ﹤0.01%
775
734
$6K ﹤0.01%
68
-28
735
$6K ﹤0.01%
106
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736
$6K ﹤0.01%
800
-115
737
$6K ﹤0.01%
790
-2,377
738
$6K ﹤0.01%
180
739
$6K ﹤0.01%
50
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740
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741
$6K ﹤0.01%
37
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742
$6K ﹤0.01%
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743
$6K ﹤0.01%
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744
$5K ﹤0.01%
89
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745
$5K ﹤0.01%
308
746
$5K ﹤0.01%
280
747
$5K ﹤0.01%
212
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748
$5K ﹤0.01%
100
749
$5K ﹤0.01%
150
750
$5K ﹤0.01%
115
-5,426
28 29
30
31 32