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
826
$3K ﹤0.01%
67
-349
827
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+37
828
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113
-184
829
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+50
830
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153
831
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200
832
$3K ﹤0.01%
325
833
$3K ﹤0.01%
150
834
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+39
835
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80
836
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1,000
837
$3K ﹤0.01%
1,000
-400
838
$3K ﹤0.01%
84
-215
839
$3K ﹤0.01%
79
+29
840
$3K ﹤0.01%
150
841
$2K ﹤0.01%
332
842
$2K ﹤0.01%
36
843
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48
844
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30
845
$2K ﹤0.01%
+35
846
$2K ﹤0.01%
+30
847
$2K ﹤0.01%
100
848
$2K ﹤0.01%
47
-153
849
$2K ﹤0.01%
+91
850
$2K ﹤0.01%
152
32 33
34
35 36