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
251
$233K 0.05%
5,416
+577
252
$232K 0.05%
990
+100
253
$230K 0.05%
+4,383
254
$229K 0.05%
662
-63
255
$227K 0.05%
+3,871
256
$226K 0.05%
4,083
+466
257
$225K 0.05%
+4,600
258
$224K 0.05%
2,654
-254
259
$223K 0.05%
3,706
-165
260
$222K 0.05%
+1,509
261
$220K 0.05%
3,597
-357
262
$220K 0.05%
+1,611
263
$219K 0.05%
+1,388
264
$219K 0.05%
+1,784
265
$218K 0.05%
4,042
-1,208
266
$218K 0.05%
+1,285
267
$215K 0.05%
10,347
+966
268
$213K 0.05%
+4,159
269
$213K 0.05%
+3,248
270
$213K 0.05%
29,331
+3,945
271
$209K 0.05%
+22,621
272
$209K 0.05%
+1,349
273
$207K 0.05%
2,371
-8,290
274
$206K 0.05%
17,250
275
$205K 0.05%
+1,873
9 10
11
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