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
$175M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.64M
3
+$1.54M
4
NUS icon
Nu Skin
NUS
+$1.31M
5
RPXC
RPX Corporation
RPXC
+$1.29M

Top Sells

1
+$1.63M
2
+$1.49M
3
+$1.44M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.25M

Sector Composition

1 Consumer Discretionary 9.03%
2 Energy 6.62%
3 Industrials 6.39%
4 Consumer Staples 6.37%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.05%
2,150
+1,750
227
$89K 0.05%
3,544
+2,204
228
$87K 0.05%
2,000
+490
229
$86K 0.05%
1,850
-24,887
230
$85K 0.05%
+1,800
231
$85K 0.05%
4,453
-59,237
232
$82K 0.05%
2,498
+698
233
$80K 0.05%
860
-1,805
234
$79K 0.05%
1,862
-822
235
$79K 0.05%
1,700
+1,100
236
$78K 0.04%
5,459
-2,101
237
$78K 0.04%
1,951
-2,987
238
$78K 0.04%
+1,582
239
$77K 0.04%
2,000
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240
$77K 0.04%
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241
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242
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243
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4,468
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244
$72K 0.04%
880
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245
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1,000
246
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1,350
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247
$70K 0.04%
911
-1,227
248
$69K 0.04%
1,173
-881
249
$69K 0.04%
681
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250
$68K 0.04%
1,950
8 9
10
11 12