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
126
$773K 0.21%
43,017
+2,490
127
$754K 0.21%
8,732
-2,320
128
$740K 0.2%
6,711
+4,682
129
$739K 0.2%
14,831
+3,194
130
$737K 0.2%
34,641
+4,023
131
$723K 0.2%
14,989
+7,769
132
$709K 0.2%
16,849
+6,753
133
$701K 0.19%
9,250
+303
134
$700K 0.19%
28,154
+1,096
135
$699K 0.19%
+29,928
136
$679K 0.19%
18,712
+253
137
$677K 0.19%
14,114
+2,087
138
$674K 0.19%
13,777
-7,490
139
$670K 0.19%
13,700
140
– –
0
141
$660K 0.18%
11,928
-2,007
142
$647K 0.18%
24,195
-22,666
143
$637K 0.18%
9,239
-900
144
$627K 0.17%
25,136
+1,342
145
$615K 0.17%
24,294
+2,534
146
$604K 0.17%
21,747
-1,400
147
$593K 0.16%
10,344
-1,005
148
$584K 0.16%
5,120
-401
149
$583K 0.16%
10,776
+5,476
150
$581K 0.16%
5,733
+739
4 5
6
7 8