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
$405M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.12M
3
+$2.92M
4
GILD icon
Gilead Sciences
GILD
+$2.89M
5
PII icon
Polaris
PII
+$2.87M

Top Sells

1
+$7.6M
2
+$3.57M
3
+$3.32M
4
RGR icon
Sturm, Ruger & Co
RGR
+$3.2M
5
PETM
PETSMART INC
PETM
+$3.16M

Sector Composition

1 Consumer Discretionary 8.15%
2 Financials 6.33%
3 Healthcare 6.27%
4 Consumer Staples 4.44%
5 Energy 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
+155
852
$4K ﹤0.01%
67
853
$4K ﹤0.01%
+200
854
$4K ﹤0.01%
+250
855
$4K ﹤0.01%
303
856
$4K ﹤0.01%
+190
857
$4K ﹤0.01%
6,365
858
$4K ﹤0.01%
1,000
859
$4K ﹤0.01%
85
+1
860
$4K ﹤0.01%
+300
861
$4K ﹤0.01%
170
862
$3K ﹤0.01%
57
+1
863
$3K ﹤0.01%
50
864
$3K ﹤0.01%
65
+4
865
$3K ﹤0.01%
404
-39
866
$3K ﹤0.01%
135
867
$3K ﹤0.01%
160
-240
868
$3K ﹤0.01%
+103
869
$3K ﹤0.01%
+150
870
$3K ﹤0.01%
100
871
$3K ﹤0.01%
100
872
$3K ﹤0.01%
+120
873
$3K ﹤0.01%
53
874
$3K ﹤0.01%
200
875
$3K ﹤0.01%
101
33 34
35
36 37