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
51
$1.3M 0.75%
19,601
+19,294
52
$1.29M 0.74%
+76,430
53
$1.28M 0.73%
32,753
+7,004
54
$1.28M 0.73%
40,422
+784
55
$1.28M 0.73%
23,114
-894
56
$1.26M 0.72%
+35,080
57
$1.25M 0.72%
21,282
+20,598
58
$1.23M 0.71%
15,242
+15,218
59
$1.2M 0.69%
+52,096
60
$1.2M 0.68%
13,356
-369
61
$1.18M 0.68%
47,718
-3,899
62
$1.17M 0.67%
28,099
-7,535
63
$1.16M 0.67%
16,320
-1,491
64
$1.15M 0.66%
67,696
-5,371
65
$1.14M 0.65%
10,313
+10,245
66
$1.14M 0.65%
11,758
-647
67
$1.09M 0.63%
60,627
-4,104
68
$964K 0.55%
7,178
-230
69
$876K 0.5%
35,496
+23,744
70
$871K 0.5%
44,558
-6,581
71
$845K 0.48%
9,228
-1,587
72
$811K 0.46%
8,743
-485
73
$804K 0.46%
8,025
-3,155
74
$790K 0.45%
4,276
-1,653
75
$788K 0.45%
15,437
-1,546
1 2
3
4 5