RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.92M
3
+$1.91M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.29M

Top Sells

1
+$2.23M
2
+$2.02M
3
+$1.74M
4
LEA icon
Lear
LEA
+$1.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.28M

Sector Composition

1 Healthcare 8.01%
2 Technology 6.97%
3 Consumer Staples 6.91%
4 Industrials 5.04%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
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