RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$7.63M
2
+$3.43M
3
+$2.79M
4
INSY
Insys Therapeutics, Inc.
INSY
+$2.59M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$5.88M
2
+$3.28M
3
+$2.7M
4
NFLX icon
Netflix
NFLX
+$1.36M
5
MBB icon
iShares MBS ETF
MBB
+$1.3M

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
176
$392K 0.11%
7,961
-1,522
177
$390K 0.11%
7,877
+520
178
$389K 0.11%
8,712
+350
179
$387K 0.11%
10,264
-2,694
180
$381K 0.11%
7,441
+2,840
181
$370K 0.1%
7,586
+315
182
$367K 0.1%
12,986
+564
183
$364K 0.1%
4,848
-5,092
184
$348K 0.1%
4,518
+593
185
$348K 0.1%
4,062
186
$344K 0.1%
9,762
+73
187
$339K 0.09%
4,846
-912
188
$336K 0.09%
4,336
-4,498
189
$334K 0.09%
1,796
190
– –
0
191
$327K 0.09%
17,895
+3,162
192
$325K 0.09%
5,456
-224
193
$322K 0.09%
24,419
+500
194
$320K 0.09%
11,110
-9,195
195
$317K 0.09%
10,396
-16,236
196
$317K 0.09%
+5,743
197
$313K 0.09%
1,038
-490
198
$313K 0.09%
4,540
+240
199
$311K 0.09%
5,976
-140
200
$310K 0.09%
10,296
-4,672
6 7
8
9 10