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
276
$56K 0.03%
1,322
+1,122
277
$56K 0.03%
1,000
278
$55K 0.03%
+1,350
279
$55K 0.03%
3,500
280
$55K 0.03%
999
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281
$54K 0.03%
1,492
-4,315
282
$53K 0.03%
298
+76
283
$53K 0.03%
2,594
+157
284
$52K 0.03%
+270
285
$52K 0.03%
817
-704
286
$52K 0.03%
1,601
-48
287
$51K 0.03%
5,370
288
$51K 0.03%
803
+114
289
$50K 0.03%
933
-505
290
$50K 0.03%
+500
291
$49K 0.03%
1,131
+109
292
$49K 0.03%
4,760
+2,696
293
$49K 0.03%
+444
294
$48K 0.03%
825
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295
$48K 0.03%
1,659
296
$48K 0.03%
1,115
-100
297
$48K 0.03%
880
+100
298
$48K 0.03%
2,197
+1,304
299
$46K 0.03%
+1,232
300
$46K 0.03%
+1,124
10 11
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