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
101
$523K 0.3%
14,471
+843
102
$523K 0.3%
19,368
-10,750
103
$494K 0.28%
8,135
+6,063
104
$487K 0.28%
7,581
+933
105
$472K 0.27%
12,610
-10,289
106
$469K 0.27%
6,606
-802
107
$465K 0.27%
13,914
+314
108
$445K 0.25%
6,121
+887
109
$444K 0.25%
16,580
+5,115
110
$443K 0.25%
4,708
+1,043
111
$434K 0.25%
4,784
-1,498
112
$424K 0.24%
4,417
+2,721
113
$421K 0.24%
8,113
+4,096
114
$412K 0.24%
20,945
+6,345
115
$407K 0.23%
4,031
+1,916
116
$403K 0.23%
3,359
-12,415
117
$399K 0.23%
3,437
-2,290
118
$392K 0.22%
3,872
-5,898
119
$381K 0.22%
10,035
-970
120
$378K 0.22%
4,556
-1,811
121
$366K 0.21%
8,908
+475
122
$355K 0.2%
4,156
+95
123
$350K 0.2%
10,596
-494
124
$350K 0.2%
3,200
-2,100
125
$345K 0.2%
+11,700
3 4
5
6 7