RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+2.35%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$236M
AUM Growth
+$61.6M
(+35%)
Cap. Flow
+$47.2M
Cap. Flow
% of AUM
20%
Top 10 Holdings %
Top 10 Hldgs %
15.29%
Holding
993
New
153
Increased
307
Reduced
176
Closed
84
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.76M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.23M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$2.84M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$2.64M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$2.62M |
Top Sells
| 1 |
Mastercard
MA
|
+$12.9M |
| 2 |
Pitney Bowes
PBI
|
+$2.1M |
| 3 |
RPC Inc
RES
|
+$1.69M |
| 4 |
CPLA
Capella Education Company
CPLA
|
+$1.63M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.59M |
Sector Composition
| 1 | Healthcare | 6.9% |
| 2 | Industrials | 6.03% |
| 3 | Energy | 5.68% |
| 4 | Technology | 5.59% |
| 5 | Consumer Discretionary | 5.47% |
