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
876
– –
-44
877
$0 ﹤0.01%
4
-88
878
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-68
879
– –
-2,900
880
– –
-1,000
881
$0 ﹤0.01%
26
-89
882
– –
-12
883
$0 ﹤0.01%
44
-1,025
884
– –
-100
885
– –
-253
886
– –
-2,939
887
– –
-2
888
– –
-2
889
$0 ﹤0.01%
260
890
– –
-80
891
– –
-1,400
892
– –
-1,100
893
– –
0
894
– –
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895
$0 ﹤0.01%
25
896
– –
-1,200
897
– –
-8
898
– –
-10
899
$0 ﹤0.01%
16
+4
900
– –
-250
34 35
36
37 38