RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+7.01%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.43B
AUM Growth
-$82.7M
(-5.5%)
Cap. Flow
-$176M
Cap. Flow
% of AUM
-12.32%
Top 10 Holdings %
Top 10 Hldgs %
20.81%
Holding
589
New
19
Increased
212
Reduced
246
Closed
88
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$8.1M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$6.44M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.55M |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$2.54M |
| 5 |
Ulta Beauty
ULTA
|
$2.53M |
Top Sells
Sector Composition
| 1 | Technology | 8.76% |
| 2 | Healthcare | 5.26% |
| 3 | Consumer Staples | 4.97% |
| 4 | Consumer Discretionary | 4.21% |
| 5 | Financials | 3.52% |
