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
751
$5K ﹤0.01%
+200
752
$5K ﹤0.01%
61
-278
753
$5K ﹤0.01%
243
+82
754
$5K ﹤0.01%
185
755
$5K ﹤0.01%
+500
756
$5K ﹤0.01%
146
757
$5K ﹤0.01%
33
-4,188
758
$5K ﹤0.01%
210
759
$5K ﹤0.01%
26
+1
760
$5K ﹤0.01%
+114
761
$5K ﹤0.01%
200
762
$5K ﹤0.01%
50
763
$5K ﹤0.01%
6,365
764
$5K ﹤0.01%
+265
765
$5K ﹤0.01%
20
766
$4K ﹤0.01%
12
767
$4K ﹤0.01%
28
768
$4K ﹤0.01%
52
769
$4K ﹤0.01%
+443
770
$4K ﹤0.01%
50
771
$4K ﹤0.01%
+100
772
$4K ﹤0.01%
70
-100
773
$4K ﹤0.01%
+50
774
$4K ﹤0.01%
+84
775
$4K ﹤0.01%
190
+140
29 30
31
32 33