RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+1.77%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.51B
AUM Growth
+$48M
(+3.3%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
20.17%
Holding
616
New
35
Increased
302
Reduced
202
Closed
47
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$6.83M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$3.83M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.57M |
| 4 |
Eaton
ETN
|
$2.39M |
| 5 |
Exxon Mobil
XOM
|
$2.15M |
Top Sells
| 1 |
First Trust Dow 30 Equal Weight ETF
EDOW
|
$8.03M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.43M |
| 3 |
Artisan Partners
APAM
|
$2.14M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$2.13M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.99M |
Sector Composition
| 1 | Technology | 9.39% |
| 2 | Healthcare | 4.82% |
| 3 | Consumer Staples | 4.7% |
| 4 | Consumer Discretionary | 3.93% |
| 5 | Financials | 3.66% |
