RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
651
$6K ﹤0.01%
332
-2
652
$6K ﹤0.01%
+1,000
653
$6K ﹤0.01%
100
654
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308
655
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149
656
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308
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657
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255
-407
658
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100
659
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70
660
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800
661
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103
-150
662
$6K ﹤0.01%
240
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663
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150
664
$6K ﹤0.01%
+170
665
$6K ﹤0.01%
134
666
$6K ﹤0.01%
103
667
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$5K ﹤0.01%
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670
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671
$5K ﹤0.01%
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-19
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$5K ﹤0.01%
88
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673
$5K ﹤0.01%
380
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674
$5K ﹤0.01%
156
+2
675
$5K ﹤0.01%
250
25 26
27
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