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
201
$107K 0.06%
1,505
-29
202
$106K 0.06%
930
-1,986
203
$104K 0.06%
830
-430
204
$104K 0.06%
901
+399
205
$103K 0.06%
1,108
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206
$103K 0.06%
426
-5,968
207
$102K 0.06%
2,670
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208
$102K 0.06%
1,726
-282
209
$100K 0.06%
4,480
-371
210
$99K 0.06%
+2,250
211
$98K 0.06%
+2,732
212
$97K 0.06%
1,278
-596
213
$96K 0.06%
3,325
-875
214
$96K 0.06%
3,710
215
$96K 0.06%
+2,452
216
$96K 0.06%
2,245
+1,687
217
$94K 0.05%
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218
$94K 0.05%
1,616
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219
$94K 0.05%
765
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220
$93K 0.05%
+2,043
221
$92K 0.05%
2,550
-253
222
$92K 0.05%
834
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223
$90K 0.05%
836
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224
$89K 0.05%
5,186
-250
225
$89K 0.05%
1,657
7 8
9
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