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
876
$1K ﹤0.01%
325
+31
877
$1K ﹤0.01%
29
-2
878
$1K ﹤0.01%
220
+110
879
$1K ﹤0.01%
35
880
$1K ﹤0.01%
170
-60
881
$1K ﹤0.01%
90
882
$1K ﹤0.01%
60
-4,950
883
$1K ﹤0.01%
37
-111
884
$1K ﹤0.01%
566
885
$1K ﹤0.01%
+45
886
$1K ﹤0.01%
16
-264
887
$1K ﹤0.01%
+40
888
$1K ﹤0.01%
75
889
$1K ﹤0.01%
10
890
$1K ﹤0.01%
23
891
$1K ﹤0.01%
135
+2
892
$1K ﹤0.01%
10
893
$1K ﹤0.01%
+572
894
$1K ﹤0.01%
12
895
$1K ﹤0.01%
20
896
$1K ﹤0.01%
20
897
$1K ﹤0.01%
+50
898
$1K ﹤0.01%
20
-1,980
899
$1K ﹤0.01%
12
900
$1K ﹤0.01%
15
-1,371
34 35
36
37 38