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
626
$8K ﹤0.01%
400
627
$8K ﹤0.01%
950
-475
628
$8K ﹤0.01%
300
629
$8K ﹤0.01%
1,850
-4,457
630
$8K ﹤0.01%
+336
631
$8K ﹤0.01%
+200
632
$8K ﹤0.01%
118
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633
$8K ﹤0.01%
750
634
$7K ﹤0.01%
100
635
$7K ﹤0.01%
200
636
$7K ﹤0.01%
+376
637
$7K ﹤0.01%
327
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638
$7K ﹤0.01%
236
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639
$7K ﹤0.01%
220
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640
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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644
$7K ﹤0.01%
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645
$7K ﹤0.01%
25
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646
$7K ﹤0.01%
780
647
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138
-29
648
$7K ﹤0.01%
294
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649
$7K ﹤0.01%
100
650
$6K ﹤0.01%
100
24 25
26
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