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
76
$786K 0.45%
10,389
+8,322
77
$772K 0.44%
15,702
+12
78
$770K 0.44%
9,922
-130
79
$722K 0.41%
6,091
+36
80
$716K 0.41%
13,405
-2,114
81
$699K 0.4%
13,713
+2,109
82
$696K 0.4%
13,325
+5,669
83
$683K 0.39%
6,501
+127
84
$650K 0.37%
9,252
-1,399
85
$641K 0.37%
7,873
-100
86
$640K 0.37%
8,292
+7,444
87
$637K 0.36%
9,535
-1,550
88
$633K 0.36%
23,363
-12,338
89
$627K 0.36%
3,790
+3,038
90
$623K 0.36%
11,900
-3,200
91
$616K 0.35%
17,230
+7,105
92
$614K 0.35%
9,148
-988
93
$610K 0.35%
11,972
+235
94
$589K 0.34%
14,515
+14,130
95
$585K 0.34%
13,235
-1,083
96
$582K 0.33%
8,298
-3,638
97
$580K 0.33%
27,942
-2,814
98
$573K 0.33%
7,099
-644
99
$560K 0.32%
+1,691
100
$531K 0.3%
12,860
-3,080
2 3
4
5 6