RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Est. Return
14.14%
1 Year Est. Return
+14.14%
AUM
$1.33B
AUM Growth
+$98M
(+7.9%)
Holding
508
Top Buys
| 1 | +$5.29M | |
| 2 | +$4.66M | |
| 3 | +$4.26M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$3.2M |
| 5 |
Microsoft
MSFT
|
+$2.18M |
Top Sells
| 1 | +$11.3M | |
| 2 | +$4.02M | |
| 3 | +$3.23M | |
| 4 |
Expedia Group
EXPE
|
+$2.5M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$1.56M |
Sector Composition
| 1 | Technology | 9.2% |
| 2 | Healthcare | 4.3% |
| 3 | Consumer Staples | 4.13% |
| 4 | Financials | 3.47% |
| 5 | Consumer Discretionary | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| – | – |
-10,468
|
|
||
502
Union Pacific
UNP
$131B
| – | – |
-2,294
|
|
||
503
Western Midstream Partners
WES
$15.3B
| – | – |
-6,370
|
|
||
|
WW
504
DELISTED
WW International
WW
| – | – |
-70,500
|
|
||
|
X
505
DELISTED
US Steel
X
| – | – |
-27,680
|
|