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
726
$3K ﹤0.01%
250
727
$3K ﹤0.01%
50
728
$3K ﹤0.01%
+152
729
$3K ﹤0.01%
100
730
$3K ﹤0.01%
100
731
$3K ﹤0.01%
50
-65
732
$3K ﹤0.01%
100
733
$3K ﹤0.01%
200
-342
734
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60
-190
735
$3K ﹤0.01%
121
-216
736
$3K ﹤0.01%
101
737
$3K ﹤0.01%
+222
738
$3K ﹤0.01%
38
-120
739
$3K ﹤0.01%
153
740
$3K ﹤0.01%
+150
741
$3K ﹤0.01%
325
742
$3K ﹤0.01%
370
+10
743
$3K ﹤0.01%
+100
744
$3K ﹤0.01%
49
-1
745
$2K ﹤0.01%
326
-1
746
$2K ﹤0.01%
220
-3,416
747
$2K ﹤0.01%
150
748
$2K ﹤0.01%
51
-1
749
$2K ﹤0.01%
30
-90
750
$2K ﹤0.01%
100
-300
28 29
30
31 32