RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
-10.37%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$456M
AUM Growth
-$18.6M
(-3.9%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
5.65%
Top 10 Holdings %
Top 10 Hldgs %
19.04%
Holding
386
New
67
Increased
163
Reduced
91
Closed
53
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.51M |
| 2 |
La-Z-Boy
LZB
|
$3.22M |
| 3 |
Caterpillar
CAT
|
$2.15M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$2.13M |
| 5 |
Intel
INTC
|
$2.11M |
Top Sells
| 1 |
ICPT
Intercept Pharmaceuticals, Inc.
ICPT
|
$3.37M |
| 2 |
Humana
HUM
|
$2.36M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.33M |
| 4 |
AVX
AVX Corporation
AVX
|
$2.14M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.93M |
Sector Composition
| 1 | Healthcare | 8.31% |
| 2 | Technology | 6.97% |
| 3 | Consumer Staples | 5.7% |
| 4 | Industrials | 4.58% |
| 5 | Consumer Discretionary | 4.21% |