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
651
$6K ﹤0.01%
308
652
$6K ﹤0.01%
149
653
$6K ﹤0.01%
308
-200
654
$6K ﹤0.01%
255
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655
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100
656
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70
657
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800
658
$6K ﹤0.01%
103
-150
659
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240
-360
660
$6K ﹤0.01%
150
661
$6K ﹤0.01%
+170
662
$6K ﹤0.01%
134
663
$6K ﹤0.01%
103
664
$6K ﹤0.01%
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665
$6K ﹤0.01%
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666
$6K ﹤0.01%
332
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$6K ﹤0.01%
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668
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669
$5K ﹤0.01%
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670
$5K ﹤0.01%
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$5K ﹤0.01%
88
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672
$5K ﹤0.01%
380
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673
$5K ﹤0.01%
156
+2
674
$5K ﹤0.01%
250
675
$5K ﹤0.01%
150
25 26
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