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
851
$4K ﹤0.01%
+151
852
$4K ﹤0.01%
250
853
$4K ﹤0.01%
+100
854
$4K ﹤0.01%
+405
855
$4K ﹤0.01%
604
-140
856
$4K ﹤0.01%
100
857
$4K ﹤0.01%
69
858
$4K ﹤0.01%
170
-50
859
$4K ﹤0.01%
190
860
$4K ﹤0.01%
+70
861
$4K ﹤0.01%
+200
862
$4K ﹤0.01%
+210
863
$4K ﹤0.01%
+200
864
$4K ﹤0.01%
200
-21,167
865
$4K ﹤0.01%
100
866
$4K ﹤0.01%
100
867
$4K ﹤0.01%
170
868
$4K ﹤0.01%
+200
869
$3K ﹤0.01%
56
870
$3K ﹤0.01%
+100
871
$3K ﹤0.01%
308
872
$3K ﹤0.01%
+3
873
$3K ﹤0.01%
266
874
$3K ﹤0.01%
100
875
$3K ﹤0.01%
+525
33 34
35
36 37