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
76
$2M 0.45%
27,689
-6
77
$1.98M 0.44%
24,427
-285
78
$1.94M 0.43%
35,993
-15
79
$1.94M 0.43%
73,340
+9,505
80
$1.93M 0.43%
17,551
+938
81
$1.92M 0.43%
12,323
-9,537
82
$1.92M 0.43%
25,700
-30
83
$1.91M 0.43%
15,044
-6,874
84
$1.86M 0.41%
11,905
+102
85
$1.83M 0.41%
24,383
+2,124
86
$1.82M 0.41%
55,278
+4,281
87
$1.81M 0.4%
+117,757
88
$1.81M 0.4%
11,686
+1,021
89
$1.8M 0.4%
60,824
-122
90
$1.76M 0.39%
+30,147
91
$1.71M 0.38%
11,561
+273
92
$1.7M 0.38%
12,414
-4,016
93
$1.66M 0.37%
14,138
+1,506
94
$1.65M 0.37%
37,548
+4,560
95
$1.59M 0.35%
19,767
+1,273
96
$1.55M 0.35%
27,951
-299
97
$1.53M 0.34%
25,519
+2,759
98
$1.52M 0.34%
10,539
-513
99
$1.5M 0.33%
21,309
-431
100
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4
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