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
26
$1.67M 0.96%
30,568
+13,210
27
$1.6M 0.92%
50,366
+6,832
28
$1.59M 0.91%
20,458
+3,405
29
$1.55M 0.89%
41,412
+7,372
30
$1.51M 0.87%
39,358
+7,616
31
$1.51M 0.86%
4,515
+684
32
$1.51M 0.86%
26,724
+2,999
33
$1.5M 0.86%
84,249
+13,501
34
$1.5M 0.86%
24,249
+4,068
35
$1.5M 0.86%
22,280
+3,931
36
$1.49M 0.85%
29,336
-2,378
37
$1.46M 0.84%
26,078
+5,619
38
$1.46M 0.83%
56,787
-508
39
$1.46M 0.83%
22,568
-5,806
40
$1.45M 0.83%
27,418
-769
41
$1.43M 0.82%
34,032
+6,622
42
$1.42M 0.81%
12,919
-873
43
$1.42M 0.81%
37,378
-11,518
44
$1.42M 0.81%
58,922
+13,835
45
$1.41M 0.81%
20,647
+3,902
46
$1.39M 0.8%
36,175
-1,244
47
$1.38M 0.79%
17,901
+2,267
48
$1.37M 0.79%
12,627
+2,158
49
$1.34M 0.77%
49,089
+17,856
50
$1.31M 0.75%
+9,502
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