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
951
$2K ﹤0.01%
+86
952
$2K ﹤0.01%
+139
953
$2K ﹤0.01%
+100
954
$2K ﹤0.01%
+3
955
$2K ﹤0.01%
51
956
$2K ﹤0.01%
68
-2,309
957
$2K ﹤0.01%
+32
958
$2K ﹤0.01%
+50
959
$2K ﹤0.01%
153
960
$2K ﹤0.01%
103
961
$2K ﹤0.01%
10
962
$2K ﹤0.01%
325
963
$2K ﹤0.01%
+37
964
$2K ﹤0.01%
+127
965
$2K ﹤0.01%
1,165
966
$2K ﹤0.01%
500
-350
967
$2K ﹤0.01%
300
968
$1K ﹤0.01%
+75
969
$1K ﹤0.01%
+35
970
$1K ﹤0.01%
+20
971
$1K ﹤0.01%
53
972
$1K ﹤0.01%
120
973
$1K ﹤0.01%
+50
974
$1K ﹤0.01%
40
975
$1K ﹤0.01%
111
37 38
39
40 41