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
176
$139K 0.08%
+1,334
177
$139K 0.08%
4,500
-1,001
178
$138K 0.08%
2,418
+50
179
$137K 0.08%
2,594
-593
180
$131K 0.08%
5,904
-31,548
181
$131K 0.08%
3,145
182
$131K 0.08%
2,122
-116
183
$130K 0.07%
3,232
+2,662
184
$130K 0.07%
1,835
-125
185
$129K 0.07%
2,593
+2,016
186
$128K 0.07%
1,555
-86
187
$128K 0.07%
3,206
-2,147
188
$124K 0.07%
1,996
-1,384
189
$123K 0.07%
4,219
-3,756
190
$122K 0.07%
3,200
+450
191
$117K 0.07%
3,104
-1,092
192
$117K 0.07%
7,035
+6,130
193
$117K 0.07%
595
-130
194
$116K 0.07%
+3,058
195
$116K 0.07%
1,829
+407
196
$115K 0.07%
+1,810
197
$112K 0.06%
1,600
-233
198
$110K 0.06%
613
+394
199
$109K 0.06%
4,040
+3,000
200
$109K 0.06%
4,747
-418
6 7
8
9 10