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
826
$5K ﹤0.01%
300
827
$4K ﹤0.01%
100
828
$4K ﹤0.01%
264
829
$4K ﹤0.01%
+75
830
$4K ﹤0.01%
500
-472
831
$4K ﹤0.01%
207
-875
832
$4K ﹤0.01%
412
833
$4K ﹤0.01%
+201
834
$4K ﹤0.01%
+170
835
$4K ﹤0.01%
+85
836
$4K ﹤0.01%
+85
837
$4K ﹤0.01%
+168
838
$4K ﹤0.01%
200
839
$4K ﹤0.01%
20
-10
840
$4K ﹤0.01%
80
841
$4K ﹤0.01%
183
-50
842
$4K ﹤0.01%
472
843
$4K ﹤0.01%
185
844
$4K ﹤0.01%
200
845
$4K ﹤0.01%
150
846
$4K ﹤0.01%
+248
847
$4K ﹤0.01%
90
+33
848
$4K ﹤0.01%
485
849
$4K ﹤0.01%
+75
850
$4K ﹤0.01%
210
32 33
34
35 36