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RIA
Regal Investment Advisors’s
iShares US Industrials ETF
IYJ
Stock Holding History
Regal Investment Advisors’s Portfolio
IYJ Stock Details
IYJ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-4,436
Closed
-$319K
–
335
2018
Q2
$319K
Sell
4,436
-5,452
-55%
-$399K
0.1%
205
2018
Q1
$717K
Sell
9,888
-748
-7%
-$56.3K
0.16%
147
2017
Q4
$784K
Sell
10,636
-1,262
-11%
-$90.1K
0.17%
140
2017
Q3
$824K
Sell
11,898
-1,186
-9%
-$79.3K
0.19%
135
2017
Q2
$860K
Buy
13,084
+410
+3%
+$26.5K
0.21%
125
2017
Q1
$798K
Buy
12,674
+8,672
+217%
+$542K
0.21%
126
2016
Q4
$241K
Buy
+4,002
New
+$234K
0.07%
223
2015
Q4
–
Sell
-1,268
Closed
-$61K
–
589
2015
Q3
$61K
Hold
1,268
–
–
0.02%
404
2015
Q2
$66K
Sell
1,268
-126
-9%
-$6.84K
0.02%
386
2015
Q1
$75K
Buy
1,394
+214
+18%
+$11.5K
0.02%
383
2014
Q4
$63K
Buy
1,180
+36
+3%
+$1.87K
0.02%
370
2014
Q3
$58K
Buy
1,144
+12
+1%
+$616
0.02%
390
2014
Q2
$59K
Sell
1,132
-14
-1%
-$714
0.02%
354
2014
Q1
$58K
Buy
1,146
+326
+40%
+$16.2K
0.02%
326
2013
Q4
$42K
Sell
820
-14,034
-94%
-$670K
0.02%
313
2013
Q3
$672K
Buy
14,854
+12,206
+461%
+$538K
0.39%
93
2013
Q2
$110K
Buy
+2,648
New
+$110K
0.06%
222
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24.88%
1-Year Est. Return
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25.57%
1-Year Est. Return
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$157B AUM
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1-Year Est. Return
Wells Fargo
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$501B AUM
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CS
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Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
GC
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Westborough, Massachusetts
$3.61B AUM
18.46%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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