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
1001
– –
-6,414
1002
– –
-170
1003
– –
-1
1004
– –
-239
1005
– –
-90
1006
– –
-3,200
1007
– –
-5,446
1008
– –
-2
1009
– –
-14
1010
– –
-900
1011
– –
-2,222
1012
– –
-9,700
1013
– –
-200
1014
– –
-575
1015
– –
-19
1016
– –
-217
1017
– –
-200
1018
$0 ﹤0.01%
14
1019
– –
-1
1020
– –
-300
1021
– –
-100
1022
– –
-135
1023
– –
-240
1024
– –
-4,500
1025
– –
-6,257
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