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
1
$3.45M 1.98%
18,587
+8,846
2
$2.95M 1.69%
80,079
-3,775
3
$2.87M 1.64%
68,750
+688
4
$2.82M 1.62%
140,840
-12,320
5
$2.75M 1.57%
103,424
+6,273
6
$2.72M 1.56%
35,575
-6,993
7
$2.69M 1.54%
31,288
-59
8
$2.6M 1.49%
84,137
+21,180
9
$2.4M 1.38%
48,735
-1,004
10
$2.21M 1.26%
27,642
+2,853
11
$2.21M 1.26%
25,110
+18,877
12
$2.09M 1.2%
18,461
+1,439
13
$2.06M 1.18%
52,163
-3,565
14
$1.94M 1.11%
83,046
-31,690
15
$1.91M 1.09%
20,209
-164
16
$1.8M 1.03%
14,810
+6,212
17
$1.8M 1.03%
38,835
-3,377
18
$1.78M 1.02%
25,270
+6,047
19
$1.78M 1.02%
43,331
+1,508
20
$1.74M 1%
15,844
-12
21
$1.73M 0.99%
23,685
+3,726
22
$1.71M 0.98%
20,200
+1,434
23
$1.69M 0.97%
202,300
+184,180
24
$1.69M 0.97%
15,260
+2,050
25
$1.68M 0.96%
1,445
+18
1
2 3 4 5