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
1
$12.8M 3.53%
56,769
+34,714
2
$8.88M 2.46%
39,734
+4,078
3
$7.28M 2.01%
62,119
+4,670
4
$6.45M 1.78%
173,355
+10,076
5
$6.34M 1.75%
173,467
+3,808
6
$5.67M 1.57%
49,138
-4,705
7
$5.55M 1.53%
80,698
+13,474
8
$5.35M 1.48%
166,501
+421
9
$4.84M 1.34%
46,487
-3,810
10
$4.67M 1.29%
74,497
+4,016
11
$4.42M 1.22%
304,461
+11,538
12
$4.37M 1.21%
39,209
+2,319
13
$4.3M 1.19%
63,609
-614
14
$4.24M 1.17%
36,754
+1,457
15
$4.22M 1.17%
145,824
-16,436
16
$4.17M 1.15%
34,238
+1,308
17
$4.08M 1.13%
65,696
+2,381
18
$4.03M 1.11%
54,722
+2,925
19
$3.82M 1.06%
57,377
-4,198
20
$3.78M 1.05%
46,688
-3,592
21
$3.76M 1.04%
107,500
+1,099
22
$3.71M 1.03%
119,407
-211
23
$3.68M 1.02%
111,180
+66,550
24
$3.65M 1.01%
44,171
+6,387
25
$3.6M 1%
22,120
-371
1
2 3 4 5