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
751
$2K ﹤0.01%
30
-90
752
$2K ﹤0.01%
100
-300
753
$2K ﹤0.01%
+48
754
$2K ﹤0.01%
120
-780
755
$2K ﹤0.01%
30
756
$2K ﹤0.01%
15
-1,784
757
$2K ﹤0.01%
96
-8,854
758
$2K ﹤0.01%
25
759
$2K ﹤0.01%
14
-101
760
$2K ﹤0.01%
49
+1
761
$2K ﹤0.01%
40
762
$2K ﹤0.01%
+35
763
$2K ﹤0.01%
64
764
$2K ﹤0.01%
100
765
$2K ﹤0.01%
55
-1,180
766
$2K ﹤0.01%
60
767
$2K ﹤0.01%
347
+3
768
$2K ﹤0.01%
23
769
$2K ﹤0.01%
+120
770
$2K ﹤0.01%
205
+1
771
$2K ﹤0.01%
16
-42
772
$2K ﹤0.01%
+40
773
$2K ﹤0.01%
60
774
$2K ﹤0.01%
200
775
$2K ﹤0.01%
68
+1
29 30
31
32 33