RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
-0.47%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.33B
AUM Growth
-$97.1M
(-6.8%)
Cap. Flow
-$81.4M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
22.26%
Holding
524
New
24
Increased
203
Reduced
214
Closed
59
Top Buys
| 1 |
Micron Technology
MU
|
+$3.27M |
| 2 |
Cincinnati Financial
CINF
|
+$3.24M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$3.18M |
| 4 |
Kinsale Capital Group
KNSL
|
+$2.3M |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
+$2.15M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$7.36M |
| 2 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$7.2M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$5.29M |
| 4 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$5.27M |
| 5 |
Capri Holdings
CPRI
|
+$5.07M |
Sector Composition
| 1 | Technology | 9.44% |
| 2 | Consumer Staples | 5.12% |
| 3 | Healthcare | 4.85% |
| 4 | Financials | 4.3% |
| 5 | Consumer Discretionary | 3.85% |
