RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+4.18%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$98.7M
AUM Growth
-$786M
(-89%)
Cap. Flow
-$793M
Cap. Flow
% of AUM
-803.33%
Top 10 Holdings %
Top 10 Hldgs %
70.64%
Holding
464
New
–
Increased
–
Reduced
28
Closed
436
Top Buys
No buys this quarter
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$38.9M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$19.5M |
| 3 |
Apple
AAPL
|
$17.8M |
| 4 |
Microsoft
MSFT
|
$15.7M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.4M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
