RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+1.81%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$512M
AUM Growth
-$1.57M
(-0.31%)
Cap. Flow
-$5.72M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
20.64%
Holding
342
New
28
Increased
120
Reduced
151
Closed
24
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.45M |
| 2 |
CVS Health
CVS
|
$2.11M |
| 3 |
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
|
$2.11M |
| 4 |
Jones Lang LaSalle
JLL
|
$1.91M |
| 5 |
Gilead Sciences
GILD
|
$1.89M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.74M |
| 2 |
AutoZone
AZO
|
$2.53M |
| 3 |
HF
HFF Inc.
HF
|
$2.04M |
| 4 |
McKesson
MCK
|
$1.76M |
| 5 |
Bank of New York Mellon
BK
|
$1.63M |
Sector Composition
| 1 | Healthcare | 8.11% |
| 2 | Technology | 7.07% |
| 3 | Consumer Staples | 6.96% |
| 4 | Industrials | 4.81% |
| 5 | Utilities | 4.16% |
