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
301
$46K 0.03%
+314
302
$45K 0.03%
360
-695
303
$45K 0.03%
897
-22,736
304
$44K 0.03%
+500
305
$44K 0.03%
366
-1
306
$44K 0.03%
1,075
+881
307
$44K 0.03%
+556
308
$44K 0.03%
2,203
+721
309
$43K 0.02%
850
-247
310
$43K 0.02%
+5,428
311
$43K 0.02%
2,316
+1,021
312
$43K 0.02%
2,794
+34
313
$42K 0.02%
820
-14,034
314
$42K 0.02%
405
-3
315
$42K 0.02%
1,091
+172
316
$41K 0.02%
17,726
+2,873
317
$41K 0.02%
2,335
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318
$41K 0.02%
3,353
+3,026
319
$41K 0.02%
453
-80
320
$41K 0.02%
3,150
321
$41K 0.02%
1,288
+288
322
$41K 0.02%
901
+199
323
$40K 0.02%
1,530
+646
324
$40K 0.02%
704
-1,829
325
$40K 0.02%
500
+442
11 12
13
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