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
776
$6K ﹤0.01%
90
777
$6K ﹤0.01%
+116
778
$6K ﹤0.01%
292
779
$6K ﹤0.01%
200
780
$6K ﹤0.01%
300
781
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122
+1
782
$6K ﹤0.01%
305
783
$6K ﹤0.01%
93
-468
784
$6K ﹤0.01%
400
785
$6K ﹤0.01%
1,000
786
$6K ﹤0.01%
492
787
$6K ﹤0.01%
+148
788
$6K ﹤0.01%
+38
789
$6K ﹤0.01%
70
790
$6K ﹤0.01%
68
+1
791
$6K ﹤0.01%
453
792
$6K ﹤0.01%
900
-255
793
$6K ﹤0.01%
+129
794
$6K ﹤0.01%
90
795
$5K ﹤0.01%
200
796
$5K ﹤0.01%
+308
797
$5K ﹤0.01%
50
798
$5K ﹤0.01%
325
-500
799
$5K ﹤0.01%
50
800
$5K ﹤0.01%
+167
30 31
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