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
676
$5K ﹤0.01%
307
-2,213
677
$5K ﹤0.01%
33
678
$5K ﹤0.01%
361
-463
679
$5K ﹤0.01%
664
680
$5K ﹤0.01%
220
+200
681
$5K ﹤0.01%
259
+93
682
$5K ﹤0.01%
200
683
$5K ﹤0.01%
80
+60
684
$5K ﹤0.01%
67
-1
685
$5K ﹤0.01%
+360
686
$5K ﹤0.01%
76
687
$5K ﹤0.01%
120
-820
688
$5K ﹤0.01%
+200
689
$5K ﹤0.01%
+300
690
$5K ﹤0.01%
155
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691
$5K ﹤0.01%
140
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692
$5K ﹤0.01%
100
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$5K ﹤0.01%
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694
$4K ﹤0.01%
280
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695
$4K ﹤0.01%
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696
$4K ﹤0.01%
100
-400
697
$4K ﹤0.01%
140
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698
$4K ﹤0.01%
41
-1
699
$4K ﹤0.01%
250
700
$4K ﹤0.01%
190
-745
26 27
28
29 30