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
26
$3.59M 0.99%
+76,553
27
$3.5M 0.97%
40,171
-2,664
28
$3.44M 0.95%
43,234
+7,520
29
$3.43M 0.95%
44,161
-2,645
30
$3.36M 0.93%
47,193
-1,921
31
$3.29M 0.91%
94,672
-4,736
32
$3.2M 0.88%
38,076
+1,634
33
$3.15M 0.87%
20,806
-258
34
$3.12M 0.86%
87,088
-21,198
35
$3.1M 0.86%
+74,669
36
$3.06M 0.85%
35,894
+1,234
37
$3.04M 0.84%
28,131
+10,963
38
$3.04M 0.84%
67,229
-131,763
39
$2.95M 0.82%
26,743
-990
40
$2.95M 0.82%
52,899
+5,336
41
$2.94M 0.81%
2,007
-89
42
$2.94M 0.81%
58,583
-2,261
43
$2.89M 0.8%
26,394
+14,075
44
$2.85M 0.79%
27,090
-1,070
45
$2.84M 0.79%
26,260
-2,296
46
$2.82M 0.78%
9,958
-405
47
$2.82M 0.78%
100,507
-3,370
48
$2.76M 0.76%
54,400
+11,756
49
$2.72M 0.75%
67,031
+3,196
50
$2.72M 0.75%
34,829
-1,011
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