RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+1.94%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$405M
AUM Growth
+$31.8M
(+8.5%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
19.08%
Holding
1,097
New
155
Increased
327
Reduced
249
Closed
92
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.29M |
| 2 |
WDR
Waddell & Reed Financial, Inc.
WDR
|
+$3.02M |
| 3 |
GAP
The Gap, Inc.
GAP
|
+$2.97M |
| 4 |
MON
Monsanto Co
MON
|
+$2.96M |
| 5 |
Mueller Industries
MLI
|
+$2.94M |
Top Sells
| 1 |
La-Z-Boy
LZB
|
+$8.04M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.55M |
| 3 |
Sturm, Ruger & Co
RGR
|
+$3.55M |
| 4 |
Urban Outfitters
URBN
|
+$3.43M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.33M |
Sector Composition
| 1 | Consumer Discretionary | 8.15% |
| 2 | Financials | 6.33% |
| 3 | Healthcare | 6.27% |
| 4 | Consumer Staples | 4.44% |
| 5 | Energy | 4.35% |
