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
51
$2.49M 0.56%
4,852
-246
52
$2.47M 0.55%
21,615
-1,524
53
$2.46M 0.55%
22,098
+31
54
$2.46M 0.55%
27,284
+8,476
55
$2.45M 0.55%
18,240
-269
56
$2.38M 0.53%
12,090
-490
57
$2.38M 0.53%
29,576
+83
58
$2.34M 0.52%
18,308
-301
59
$2.33M 0.52%
145,410
-5,070
60
$2.3M 0.51%
13,243
-175
61
$2.3M 0.51%
15,205
+638
62
$2.29M 0.51%
20,127
-3,268
63
$2.27M 0.51%
49,508
+4,567
64
$2.25M 0.5%
31,664
-6,878
65
$2.25M 0.5%
37,057
-1,216
66
$2.24M 0.5%
22,538
-620
67
$2.21M 0.49%
14,885
+733
68
$2.2M 0.49%
25,685
-3,346
69
$2.16M 0.48%
40,895
+799
70
$2.13M 0.47%
32,159
+215
71
$2.11M 0.47%
23,748
-3
72
$2.08M 0.46%
30,802
-338
73
$2.06M 0.46%
+30,309
74
$2.06M 0.46%
17,625
-367
75
$2.01M 0.45%
+42,436
1 2
3
4 5