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
851
$2K ﹤0.01%
100
852
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+107
853
$2K ﹤0.01%
51
+1
854
$2K ﹤0.01%
+374
855
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1
856
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120
-373
857
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200
858
$2K ﹤0.01%
200
859
$2K ﹤0.01%
+30
860
$2K ﹤0.01%
120
861
$2K ﹤0.01%
210
+2
862
$2K ﹤0.01%
+3
863
$2K ﹤0.01%
50
864
$2K ﹤0.01%
+75
865
$2K ﹤0.01%
208
866
$2K ﹤0.01%
+1
867
$2K ﹤0.01%
10
868
$2K ﹤0.01%
125
+25
869
$2K ﹤0.01%
+50
870
$2K ﹤0.01%
64
-230
871
$2K ﹤0.01%
63
872
$2K ﹤0.01%
81
873
$2K ﹤0.01%
300
874
$2K ﹤0.01%
+25
875
$1K ﹤0.01%
190
33 34
35
36 37