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
376
$30K 0.02%
+600
377
$30K 0.02%
1,145
-165
378
$30K 0.02%
200
379
$30K 0.02%
+1,601
380
$30K 0.02%
261
-3
381
$30K 0.02%
472
+428
382
$29K 0.02%
+486
383
$29K 0.02%
+3,523
384
$29K 0.02%
765
-521
385
$29K 0.02%
1,060
+530
386
$29K 0.02%
563
+274
387
$28K 0.02%
+335
388
$28K 0.02%
560
+538
389
$28K 0.02%
+500
390
$28K 0.02%
1,859
-112
391
$27K 0.02%
600
392
$27K 0.02%
+200
393
$27K 0.02%
480
+200
394
$27K 0.02%
207
+150
395
$27K 0.02%
650
-1,421
396
$27K 0.02%
200
397
$27K 0.02%
299
-2
398
$27K 0.02%
700
-505
399
$27K 0.02%
760
400
$27K 0.02%
436
-635
14 15
16
17 18