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