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
801
$5K ﹤0.01%
450
802
$5K ﹤0.01%
200
803
$5K ﹤0.01%
175
+125
804
$5K ﹤0.01%
+150
805
$5K ﹤0.01%
+150
806
$5K ﹤0.01%
+1,500
807
$5K ﹤0.01%
+210
808
$5K ﹤0.01%
740
+270
809
$5K ﹤0.01%
318
-491
810
$5K ﹤0.01%
10
-708
811
$5K ﹤0.01%
160
812
$5K ﹤0.01%
+185
813
$5K ﹤0.01%
+128
814
$5K ﹤0.01%
115
815
$5K ﹤0.01%
98
+30
816
$5K ﹤0.01%
200
817
$5K ﹤0.01%
105
818
$5K ﹤0.01%
+180
819
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188
+2
820
$5K ﹤0.01%
+90
821
$5K ﹤0.01%
+318
822
$5K ﹤0.01%
+400
823
$5K ﹤0.01%
55
-30
824
$5K ﹤0.01%
+313
825
$5K ﹤0.01%
250
31 32
33
34 35