RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+2.59%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$513M
AUM Growth
+$513M
(+5%)
Cap. Flow
+$7.37M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
20.29%
Holding
352
New
33
Increased
172
Reduced
92
Closed
31
Top Buys
| 1 |
Ingredion
INGR
|
$1.94M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.94M |
| 3 |
Compass Minerals
CMP
|
$1.9M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.85M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.32M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$4.47M |
| 2 |
DuPont de Nemours
DD
|
$3.42M |
| 3 |
Oracle
ORCL
|
$2.23M |
| 4 |
United Therapeutics
UTHR
|
$2.02M |
| 5 |
InterDigital
IDCC
|
$1.74M |
Sector Composition
| 1 | Healthcare | 8.01% |
| 2 | Technology | 6.97% |
| 3 | Consumer Staples | 6.91% |
| 4 | Industrials | 5.04% |
| 5 | Communication Services | 4.21% |