RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+9.61%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.32B
AUM Growth
+$1.32B
(+14%)
Cap. Flow
+$60.6M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
21.04%
Holding
569
New
74
Increased
264
Reduced
183
Closed
24
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$26.4M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$9.03M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$8.04M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$7.98M |
| 5 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
$7.49M |
Top Sells
Sector Composition
| 1 | Technology | 8.29% |
| 2 | Healthcare | 5.22% |
| 3 | Consumer Staples | 4.5% |
| 4 | Financials | 4.18% |
| 5 | Consumer Discretionary | 4.08% |
