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
751
$8K ﹤0.01%
+125
752
$7K ﹤0.01%
+1,397
753
$7K ﹤0.01%
120
754
$7K ﹤0.01%
500
755
$7K ﹤0.01%
300
756
$7K ﹤0.01%
180
757
$7K ﹤0.01%
114
758
$7K ﹤0.01%
110
759
$7K ﹤0.01%
250
760
$7K ﹤0.01%
172
761
$7K ﹤0.01%
494
762
$7K ﹤0.01%
109
-561
763
$7K ﹤0.01%
+166
764
$7K ﹤0.01%
140
-1,850
765
$7K ﹤0.01%
+571
766
$7K ﹤0.01%
1,465
-591
767
$7K ﹤0.01%
101
+1
768
$7K ﹤0.01%
+28
769
$7K ﹤0.01%
981
-677
770
$7K ﹤0.01%
100
771
$7K ﹤0.01%
208
+26
772
$7K ﹤0.01%
3,000
773
$7K ﹤0.01%
719
-13,803
774
$6K ﹤0.01%
+105
775
$6K ﹤0.01%
+62
29 30
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