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
951
– –
-542
952
– –
-645
953
– –
-30
954
– –
-3,003
955
– –
-9,358
956
– –
-400
957
– –
-1,301
958
– –
-18,779
959
– –
-2,900
960
– –
-3,020
961
– –
-856
962
– –
-437
963
– –
-10,990
964
– –
-1,634
965
– –
-7,920
966
– –
-120
967
– –
-430
968
– –
-544
969
– –
-914
970
– –
-2,650
971
– –
-1,300
972
– –
-7,528
973
– –
-8,632
974
– –
-5,037
975
– –
-10,297
37 38
39
40 41