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
176
– –
0
177
$491K 0.11%
8,380
-1,036
178
$486K 0.11%
15,232
+7,658
179
$480K 0.11%
30,978
-14,861
180
$474K 0.11%
+10,026
181
$469K 0.1%
18,015
-8,533
182
$469K 0.1%
9,744
+1,892
183
$467K 0.1%
31,437
+3,135
184
$463K 0.1%
2,686
+990
185
$459K 0.1%
16,510
+912
186
$454K 0.1%
+7,978
187
$451K 0.1%
10,710
188
$444K 0.1%
10,471
+538
189
$443K 0.1%
5,471
+848
190
$442K 0.1%
5,474
+2,616
191
$426K 0.09%
25,571
+605
192
$423K 0.09%
5,115
-823
193
$419K 0.09%
7,811
+1,573
194
$416K 0.09%
2,215
+306
195
$410K 0.09%
3,884
+204
196
$395K 0.09%
5,307
+427
197
$393K 0.09%
16,337
+1,170
198
$390K 0.09%
8,634
199
$388K 0.09%
8,577
-12,689
200
$387K 0.09%
+4,030
6 7
8
9 10