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
51
$2.63M 0.73%
21,509
-714
52
$2.61M 0.72%
37,924
-1,555
53
$2.6M 0.72%
17,808
-1,802
54
$2.5M 0.69%
103,272
-3,354
55
$2.42M 0.67%
17,194
-611
56
$2.41M 0.67%
20,885
+427
57
$2.39M 0.66%
25,651
-1,279
58
$2.31M 0.64%
25,538
-535
59
$2.31M 0.64%
32,199
-1,290
60
$2.27M 0.63%
28,441
-3,865
61
$2.23M 0.62%
103,381
-2,491
62
$2.15M 0.6%
27,752
-1,073
63
– –
0
64
$2.11M 0.58%
91,271
+3,468
65
$2.11M 0.58%
+228,873
66
$2.08M 0.58%
44,125
+29,946
67
$2.05M 0.57%
19,579
-766
68
$2.01M 0.56%
20,726
+1,152
69
$1.98M 0.55%
18,740
+1,797
70
$1.88M 0.52%
22,803
-340
71
$1.84M 0.51%
29,287
+6,808
72
$1.82M 0.5%
31,618
+5,403
73
$1.65M 0.46%
20,106
+7,472
74
$1.63M 0.45%
10,925
+360
75
$1.62M 0.45%
35,496
-25,878
1 2
3
4 5