RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+5.36%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.13B
AUM Growth
+$94.8M
(+9.2%)
Cap. Flow
+$51.6M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
20.89%
Holding
559
New
68
Increased
257
Reduced
158
Closed
41
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$8.06M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
$5.87M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.77M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.37M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$3.89M |
Top Sells
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Healthcare | 5.45% |
| 3 | Consumer Staples | 4.68% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Financials | 3.35% |
