RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.73B
1-Year Est. Return
17.76%
This Fund
S&P 500
1 Year Est. Return
+17.76%
AUM
$370M
AUM Growth
-$35M
(-8.7%)
Holding
1,092
Top Buys
| 1 | +$3.96M | |
| 2 | +$3.39M | |
| 3 | +$3.36M | |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$3.16M |
| 5 |
Insulet
PODD
|
+$3.16M |
Top Sells
| 1 | +$9.67M | |
| 2 | +$4.49M | |
| 3 | +$4.43M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$4.06M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.51M |
Sector Composition
| 1 | Consumer Discretionary | 8.67% |
| 2 | Healthcare | 7.38% |
| 3 | Financials | 6.68% |
| 4 | Energy | 4.47% |
| 5 | Technology | 4.05% |