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
151
$571K 0.16%
19,323
-873
152
$545K 0.15%
4,736
+469
153
$544K 0.15%
+16,555
154
$543K 0.15%
16,455
-2,017
155
$536K 0.15%
6,205
-1,872
156
$534K 0.15%
6,166
+1,605
157
$502K 0.14%
188,160
+26,480
158
$493K 0.14%
6,950
+200
159
$476K 0.13%
3,930
+1,106
160
$472K 0.13%
29,442
+7,560
161
$459K 0.13%
9,495
+147
162
$458K 0.13%
9,397
+34
163
$457K 0.13%
12,446
+8
164
$456K 0.13%
8,394
+2,373
165
$455K 0.13%
6,797
-1,028
166
$452K 0.13%
+8,591
167
$449K 0.12%
28,705
-276
168
$426K 0.12%
5,903
+1,603
169
$425K 0.12%
20,501
-1,451
170
$419K 0.12%
3,999
-5,179
171
$413K 0.11%
7,892
-241
172
$396K 0.11%
17,000
-2,493
173
$394K 0.11%
14,072
+1,114
174
$394K 0.11%
+4,198
175
$392K 0.11%
22,991
-56,287
5 6
7
8 9