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
76
$1.62M 0.45%
58,368
-3,383
77
$1.58M 0.44%
32,265
+19,029
78
$1.56M 0.43%
33,071
+1,280
79
$1.54M 0.43%
37,189
+588
80
$1.53M 0.42%
+31,157
81
$1.52M 0.42%
42,891
-26,824
82
$1.47M 0.41%
+27,352
83
$1.46M 0.4%
16,139
-1,784
84
$1.45M 0.4%
34,474
+1,812
85
$1.43M 0.39%
11,874
+1,800
86
$1.31M 0.36%
16,919
+906
87
$1.31M 0.36%
13,639
+7,141
88
$1.29M 0.36%
60,972
+50,162
89
$1.29M 0.36%
17,004
-223
90
$1.27M 0.35%
35,646
-912
91
$1.26M 0.35%
9,367
-14
92
$1.26M 0.35%
23,660
-610
93
$1.26M 0.35%
10,780
+541
94
$1.24M 0.34%
56,220
+7,813
95
$1.24M 0.34%
+23,066
96
$1.23M 0.34%
39,042
+1,103
97
$1.16M 0.32%
37,662
+1,553
98
$1.16M 0.32%
8,789
-292
99
$1.14M 0.32%
10,429
-3,032
100
$1.12M 0.31%
46,021
-616
2 3
4
5 6