RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+3.44%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$386M
AUM Growth
+$287K
(+0.07%)
Cap. Flow
-$7.68M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
19.16%
Holding
1,120
New
2
Increased
181
Reduced
71
Closed
849
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.35M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$4.8M |
| 3 |
SCAI
Surgical Care Affiliates, Inc.
SCAI
|
+$4.35M |
| 4 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
+$3.21M |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$1.8M |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
+$4.92M |
| 2 |
SYNT
Syntel Inc
SYNT
|
+$3.13M |
| 3 |
Philip Morris
PM
|
+$2.98M |
| 4 |
Insulet
PODD
|
+$2.91M |
| 5 |
Blackrock
BLK
|
+$2.84M |
Sector Composition
| 1 | Consumer Discretionary | 9.01% |
| 2 | Healthcare | 6.84% |
| 3 | Industrials | 6.08% |
| 4 | Financials | 4.81% |
| 5 | Consumer Staples | 4.03% |