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
426
$23K 0.01%
417
-223
427
$23K 0.01%
1,849
+1,183
428
$23K 0.01%
400
-50
429
$22K 0.01%
+804
430
$22K 0.01%
400
+320
431
$22K 0.01%
662
-10,242
432
$22K 0.01%
610
+510
433
$22K 0.01%
4
-4
434
$21K 0.01%
178
435
$21K 0.01%
408
-82
436
$21K 0.01%
326
-922
437
$21K 0.01%
500
-183
438
$21K 0.01%
+477
439
$21K 0.01%
228
+96
440
$21K 0.01%
513
+264
441
$21K 0.01%
219
-1,754
442
$21K 0.01%
+361
443
$21K 0.01%
415
-1
444
$20K 0.01%
+1,400
445
$20K 0.01%
+715
446
$20K 0.01%
915
-76
447
$20K 0.01%
3,243
448
$20K 0.01%
287
+2
449
$20K 0.01%
+620
450
$20K 0.01%
692
-74
16 17
18
19 20