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
776
$4K ﹤0.01%
60
+32
777
$4K ﹤0.01%
48
778
$4K ﹤0.01%
+57
779
$4K ﹤0.01%
80
-177
780
$4K ﹤0.01%
50
781
$4K ﹤0.01%
168
782
$4K ﹤0.01%
450
783
$4K ﹤0.01%
2
784
$4K ﹤0.01%
100
785
$4K ﹤0.01%
120
786
$4K ﹤0.01%
303
787
$4K ﹤0.01%
160
788
$4K ﹤0.01%
+300
789
$4K ﹤0.01%
82
+1
790
$4K ﹤0.01%
56
-1
791
$4K ﹤0.01%
170
+100
792
$4K ﹤0.01%
115
+1
793
$4K ﹤0.01%
+400
794
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43
-4
795
$3K ﹤0.01%
50
796
$3K ﹤0.01%
245
797
$3K ﹤0.01%
+1,373
798
$3K ﹤0.01%
+45
799
$3K ﹤0.01%
61
-2
800
$3K ﹤0.01%
+60
30 31
32
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