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
26
$4.39M 0.98%
41,265
+1,107
27
$4.23M 0.94%
64,691
+14,175
28
$3.99M 0.89%
62,209
+15,587
29
$3.8M 0.85%
54,001
+14,277
30
$3.72M 0.83%
34,637
-573
31
$3.63M 0.81%
116,451
32
$3.54M 0.79%
69,685
+2,240
33
$3.5M 0.78%
25,959
+2,691
34
$3.39M 0.76%
62,103
-16,531
35
$3.38M 0.75%
40,395
+6,158
36
$3.35M 0.75%
55,245
+14,264
37
$3.28M 0.73%
27,345
+108
38
$3.27M 0.73%
38,890
-252
39
$3.26M 0.73%
29,709
+835
40
$3.25M 0.72%
38,831
-471
41
$3.19M 0.71%
43,428
+3,247
42
$2.94M 0.66%
14,839
-1,597
43
$2.89M 0.64%
31,071
-2,153
44
$2.87M 0.64%
26,241
+12,563
45
$2.74M 0.61%
79,668
+17,920
46
$2.69M 0.6%
44,014
-409
47
$2.68M 0.6%
51,200
-3,120
48
$2.61M 0.58%
94,742
+14,601
49
$2.56M 0.57%
23,143
+986
50
$2.54M 0.57%
46,245
-964
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