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
501
$17K 0.01%
+840
502
$17K 0.01%
+200
503
$17K 0.01%
+351
504
$17K 0.01%
1,074
-298
505
$16K 0.01%
285
506
$16K 0.01%
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507
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+377
508
$16K 0.01%
470
-400
509
$16K 0.01%
300
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510
$16K 0.01%
221
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511
$16K 0.01%
4,550
+4,495
512
$16K 0.01%
+1,025
513
$16K 0.01%
559
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514
$16K 0.01%
705
+3
515
$15K 0.01%
261
-2,769
516
$15K 0.01%
+301
517
$15K 0.01%
1,105
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518
$15K 0.01%
72
519
$15K 0.01%
80
520
$15K 0.01%
145
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521
$15K 0.01%
285
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522
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277
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523
$14K 0.01%
1,500
524
$14K 0.01%
+96
525
$14K 0.01%
159
19 20
21
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