RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$3.59M
3
+$3.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.2M
5
INSY
Insys Therapeutics, Inc.
INSY
+$2.11M

Top Sells

1
+$5.96M
2
+$3.28M
3
+$2.7M
4
NS
NuStar Energy L.P.
NS
+$2.09M
5
NFLX icon
Netflix
NFLX
+$1.36M

Sector Composition

1 Healthcare 8.07%
2 Consumer Discretionary 7.94%
3 Financials 5.58%
4 Industrials 5.41%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.06%
1,932
-1,355
227
$228K 0.06%
+2,297
228
$222K 0.06%
3,959
-1,507
229
$221K 0.06%
+3,726
230
$217K 0.06%
2,591
-312
231
$213K 0.06%
+6,537
232
$209K 0.06%
5,989
-3,639
233
$208K 0.06%
3,367
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234
$203K 0.06%
14,960
-6,010
235
$201K 0.06%
2,733
-1,339
236
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17,250
+6,000
237
$173K 0.05%
4,192
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238
$173K 0.05%
14,081
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239
$134K 0.04%
10,203
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240
– –
0
241
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242
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243
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11,274
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244
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+2,444
245
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246
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247
– –
-4,146
248
– –
-5,928
249
– –
-2,798
250
– –
-3,626
8 9
10
11 12