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
$405M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.12M
3
+$2.92M
4
GILD icon
Gilead Sciences
GILD
+$2.89M
5
PII icon
Polaris
PII
+$2.87M

Top Sells

1
+$7.6M
2
+$3.57M
3
+$3.32M
4
RGR icon
Sturm, Ruger & Co
RGR
+$3.2M
5
PETM
PETSMART INC
PETM
+$3.16M

Sector Composition

1 Consumer Discretionary 8.15%
2 Financials 6.33%
3 Healthcare 6.27%
4 Consumer Staples 4.44%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
+200
777
$6K ﹤0.01%
86
778
$6K ﹤0.01%
60
-32,364
779
$6K ﹤0.01%
260
780
$6K ﹤0.01%
412
781
$6K ﹤0.01%
+256
782
$6K ﹤0.01%
100
-290
783
$6K ﹤0.01%
231
784
$6K ﹤0.01%
1,025
-1,700
785
$6K ﹤0.01%
455
786
$6K ﹤0.01%
472
787
$6K ﹤0.01%
50
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788
$6K ﹤0.01%
150
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789
$6K ﹤0.01%
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790
$6K ﹤0.01%
114
791
$6K ﹤0.01%
744
-782
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$6K ﹤0.01%
775
793
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68
795
$6K ﹤0.01%
50
796
$6K ﹤0.01%
400
797
$6K ﹤0.01%
+222
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$6K ﹤0.01%
1,165
+365
799
$6K ﹤0.01%
790
800
$6K ﹤0.01%
235
-540
30 31
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