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
101
$1.08M 0.3%
65,435
-22,535
102
$1.07M 0.3%
12,529
-105
103
$1.07M 0.3%
67,370
+18,855
104
$1.02M 0.28%
44,217
+4,218
105
$1.02M 0.28%
43,721
+5,793
106
$1.01M 0.28%
9,827
+1,502
107
$1.01M 0.28%
20,540
-1,211
108
$991K 0.27%
7,688
-244
109
$990K 0.27%
28,436
+2,410
110
$970K 0.27%
9,270
-311
111
$963K 0.27%
38,171
-11,048
112
$954K 0.26%
78,683
+3,289
113
$950K 0.26%
10,100
+963
114
$894K 0.25%
11,722
-129
115
$892K 0.25%
21,720
-254
116
$887K 0.25%
14,905
-1,197
117
$865K 0.24%
7,304
-7,450
118
$864K 0.24%
8,126
-11,982
119
$850K 0.24%
+41,852
120
$845K 0.23%
9,539
+569
121
$816K 0.23%
6,929
-3,072
122
$804K 0.22%
27,170
-31,750
123
$802K 0.22%
39,801
+4,384
124
$786K 0.22%
6,944
+3,091
125
$785K 0.22%
+14,870
3 4
5
6 7