RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
-1.23%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$370M
AUM Growth
-$35M
(-8.7%)
Cap. Flow
-$25M
Cap. Flow
% of AUM
-6.76%
Top 10 Holdings %
Top 10 Hldgs %
16.35%
Holding
1,092
New
87
Increased
249
Reduced
266
Closed
121
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
+$3.91M |
| 2 |
Insulet
PODD
|
+$3.32M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
+$3.3M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
+$3.21M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$3.1M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$9.44M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$4.42M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4.34M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$3.79M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.36M |
Sector Composition
| 1 | Consumer Discretionary | 8.67% |
| 2 | Healthcare | 7.38% |
| 3 | Financials | 6.68% |
| 4 | Energy | 4.47% |
| 5 | Technology | 4.05% |
