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
351
$34K 0.02%
400
+198
352
$34K 0.02%
698
+78
353
$34K 0.02%
+483
354
$34K 0.02%
4,150
+470
355
$34K 0.02%
+5,000
356
$34K 0.02%
1,500
357
$33K 0.02%
+351
358
$33K 0.02%
1,650
359
$33K 0.02%
1,183
-76
360
$33K 0.02%
543
+102
361
$33K 0.02%
543
-108
362
$33K 0.02%
566
+209
363
$32K 0.02%
2,058
-12
364
$32K 0.02%
212
-26
365
$32K 0.02%
113
366
$32K 0.02%
2,119
-1,880
367
$32K 0.02%
+4,123
368
$32K 0.02%
+930
369
$31K 0.02%
573
-587
370
$31K 0.02%
1,066
371
$31K 0.02%
440
+132
372
$31K 0.02%
1,912
-95
373
$31K 0.02%
4,325
-400
374
$31K 0.02%
+350
375
$30K 0.02%
600
-81
13 14
15
16 17