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
801
$3K ﹤0.01%
+27
802
$3K ﹤0.01%
56
-75
803
$3K ﹤0.01%
100
804
$3K ﹤0.01%
+135
805
$3K ﹤0.01%
14
806
$3K ﹤0.01%
+100
807
$3K ﹤0.01%
+148
808
$3K ﹤0.01%
100
809
$3K ﹤0.01%
100
810
$3K ﹤0.01%
53
-75
811
$3K ﹤0.01%
+200
812
$3K ﹤0.01%
85
+65
813
$3K ﹤0.01%
101
-3,598
814
$3K ﹤0.01%
+119
815
$3K ﹤0.01%
113
816
$3K ﹤0.01%
+21
817
$3K ﹤0.01%
100
818
$3K ﹤0.01%
39
819
$3K ﹤0.01%
79
+3
820
$3K ﹤0.01%
200
-32
821
$3K ﹤0.01%
+355
822
$3K ﹤0.01%
100
-237
823
$3K ﹤0.01%
+330
824
$3K ﹤0.01%
77
-233
825
$3K ﹤0.01%
42
31 32
33
34 35