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
151
$197K 0.11%
+13,200
152
$187K 0.11%
4,111
+2,368
153
$185K 0.11%
3,334
+64
154
$184K 0.11%
+2,217
155
$183K 0.1%
+2,213
156
$181K 0.1%
7,755
-27,455
157
$178K 0.1%
2,210
+1,170
158
$174K 0.1%
11,268
-41,148
159
$174K 0.1%
2,312
+912
160
$173K 0.1%
4,525
-2,701
161
$173K 0.1%
2,761
+1,327
162
$170K 0.1%
6,900
163
$169K 0.1%
1,817
-5,445
164
$161K 0.09%
1,911
+1,712
165
$158K 0.09%
+2,130
166
$157K 0.09%
3,035
+2,899
167
$156K 0.09%
2,069
+2
168
$155K 0.09%
5,386
-512
169
$155K 0.09%
2,088
+298
170
$154K 0.09%
4,668
+4,228
171
$153K 0.09%
9,804
-3,163
172
$146K 0.08%
+4,324
173
$146K 0.08%
1,152
+271
174
$141K 0.08%
1,967
+898
175
$140K 0.08%
3,768
-370
5 6
7
8 9