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
251
$68K 0.04%
2,494
-1
252
$68K 0.04%
1,243
+518
253
$68K 0.04%
+502
254
$68K 0.04%
1,180
-1,600
255
$67K 0.04%
1,406
-2,285
256
$66K 0.04%
1,263
-10
257
$66K 0.04%
1,747
+754
258
$65K 0.04%
713
-652
259
$65K 0.04%
+612
260
$65K 0.04%
1,181
-5,184
261
$64K 0.04%
+3,157
262
$63K 0.04%
5,572
+5
263
$63K 0.04%
1,440
+164
264
$62K 0.04%
2,208
+160
265
$62K 0.04%
1,241
+504
266
$59K 0.03%
1,183
+983
267
$59K 0.03%
1,673
268
$58K 0.03%
915
-1,445
269
$58K 0.03%
+2,763
270
$58K 0.03%
2,659
+806
271
$58K 0.03%
1,300
+100
272
$58K 0.03%
6,695
273
$57K 0.03%
1,482
274
$56K 0.03%
+200
275
$56K 0.03%
+1,025
9 10
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