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
876
$3K ﹤0.01%
113
877
$3K ﹤0.01%
21
878
$3K ﹤0.01%
39
879
$3K ﹤0.01%
330
880
$3K ﹤0.01%
30
-423
881
$3K ﹤0.01%
8
+5
882
$3K ﹤0.01%
450
883
$3K ﹤0.01%
114
+1
884
$3K ﹤0.01%
+150
885
$3K ﹤0.01%
50
886
$3K ﹤0.01%
153
887
$3K ﹤0.01%
+140
888
$3K ﹤0.01%
+10
889
$3K ﹤0.01%
57
-33,677
890
$3K ﹤0.01%
325
891
$3K ﹤0.01%
+800
892
$3K ﹤0.01%
1,000
893
$3K ﹤0.01%
316
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894
$3K ﹤0.01%
+41
895
$3K ﹤0.01%
50
-102
896
$3K ﹤0.01%
90
-210
897
$2K ﹤0.01%
+54
898
$2K ﹤0.01%
332
899
$2K ﹤0.01%
40
-178
900
$2K ﹤0.01%
38
+8
34 35
36
37 38