RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
-12.34%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$960M
AUM Growth
-$129M
(-12%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
20.6%
Holding
566
New
42
Increased
234
Reduced
197
Closed
70
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$12.7M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$4.54M |
| 3 |
Amazon
AMZN
|
+$2.63M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.27M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$2.01M |
Top Sells
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$10M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
+$2.3M |
| 3 |
ProShares Ultra Bloomberg Crude Oil
UCO
|
+$1.6M |
| 4 |
Northrop Grumman
NOC
|
+$1.6M |
| 5 |
Lyft
LYFT
|
+$1.58M |
Sector Composition
| 1 | Technology | 6.71% |
| 2 | Healthcare | 6.16% |
| 3 | Consumer Staples | 4.4% |
| 4 | Consumer Discretionary | 3.3% |
| 5 | Financials | 3.02% |
