RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+7.15%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.13B
AUM Growth
+$98.7M
(+9.6%)
Cap. Flow
+$35.3M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
20.53%
Holding
564
New
42
Increased
298
Reduced
170
Closed
31
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.73M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.41M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$2.07M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$1.79M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.69M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.34M |
| 2 |
iShares Global Tech ETF
IXN
|
+$1.87M |
| 3 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$1.34M |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.26M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$1.23M |
Sector Composition
| 1 | Technology | 9.17% |
| 2 | Healthcare | 5.51% |
| 3 | Consumer Staples | 3.91% |
| 4 | Consumer Discretionary | 3.82% |
| 5 | Financials | 3.44% |
