RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
-0.31%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.24B
AUM Growth
-$94.3M
(-7.1%)
Cap. Flow
-$82.9M
Cap. Flow
% of AUM
-6.71%
Top 10 Holdings %
Top 10 Hldgs %
22.93%
Holding
498
New
32
Increased
165
Reduced
230
Closed
38
Top Buys
Top Sells
| 1 |
AbbVie
ABBV
|
$7.73M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$5.93M |
| 3 |
Procter & Gamble
PG
|
$4.18M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.96M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.9M |
Sector Composition
| 1 | Technology | 8.28% |
| 2 | Healthcare | 4.73% |
| 3 | Consumer Staples | 4.4% |
| 4 | Financials | 3.64% |
| 5 | Consumer Discretionary | 2.97% |
