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
126
$342K 0.2%
6,698
+109
127
$337K 0.19%
3,165
-12,840
128
$326K 0.19%
8,125
+1,180
129
$314K 0.18%
5,159
-166
130
$310K 0.18%
3,883
+2,079
131
$299K 0.17%
4,177
-1,387
132
$296K 0.17%
3,582
+1,857
133
$288K 0.16%
2,619
+5
134
$285K 0.16%
7,900
+1,795
135
$282K 0.16%
5,234
+348
136
$275K 0.16%
6,059
+342
137
$273K 0.16%
2,331
-1,098
138
$266K 0.15%
3,851
-1,460
139
$256K 0.15%
1,900
+1,400
140
$256K 0.15%
+2,200
141
$254K 0.15%
9,779
-1,491
142
$239K 0.14%
5,110
+695
143
$228K 0.13%
2,714
+2,672
144
$227K 0.13%
+4,103
145
$225K 0.13%
9,029
-10,095
146
$223K 0.13%
2,160
-757
147
$219K 0.13%
895
-1,223
148
$215K 0.12%
2,420
-11,290
149
$211K 0.12%
3,673
+2,913
150
$206K 0.12%
6,206
-758
4 5
6
7 8