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
$449M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$2.01M
3
+$1.81M
4
ICPT
Intercept Pharmaceuticals, Inc.
ICPT
+$1.76M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.37M

Top Sells

1
+$6.08M
2
+$3.97M
3
+$2.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.3M
5
NS
NuStar Energy L.P.
NS
+$1.88M

Sector Composition

1 Financials 6.09%
2 Healthcare 5.96%
3 Technology 5.38%
4 Consumer Staples 5.27%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$298K 0.07%
13,450
+1,400
227
$298K 0.07%
1,352
+51
228
$290K 0.06%
1,838
+33
229
$287K 0.06%
1,837
-99
230
$287K 0.06%
27,048
+5,691
231
$282K 0.06%
+9,596
232
$278K 0.06%
3,697
+353
233
$276K 0.06%
7,910
234
$273K 0.06%
4,358
-3
235
$265K 0.06%
3,350
+508
236
$263K 0.06%
14,757
+1,213
237
$262K 0.06%
1,793
+188
238
$261K 0.06%
4,840
+104
239
$258K 0.06%
29,176
+80
240
$257K 0.06%
+4,127
241
$253K 0.06%
7,977
-1,391
242
$250K 0.06%
2,643
-400
243
$248K 0.06%
4,148
-22
244
$246K 0.05%
1,982
-81
245
$245K 0.05%
5,972
-882
246
$243K 0.05%
+1,636
247
$241K 0.05%
35,742
+17,906
248
$238K 0.05%
1,280
+16
249
$235K 0.05%
4,478
-56
250
$234K 0.05%
+10,625
8 9
10
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