RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+8.26%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$175M
AUM Growth
+$3.45M
(+2%)
Cap. Flow
-$5.26M
Cap. Flow
% of AUM
-3.01%
Top 10 Holdings %
Top 10 Hldgs %
15.72%
Holding
1,046
New
138
Increased
210
Reduced
309
Closed
203
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.66M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.64M |
| 3 |
Mastercard
MA
|
+$1.54M |
| 4 |
Nu Skin
NUS
|
+$1.31M |
| 5 |
RPXC
RPX Corporation
RPXC
|
+$1.29M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$1.63M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.49M |
| 3 |
Boston Beer
SAM
|
+$1.44M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.37M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.25M |
Sector Composition
| 1 | Consumer Discretionary | 9.03% |
| 2 | Energy | 6.62% |
| 3 | Industrials | 6.39% |
| 4 | Consumer Staples | 6.37% |
| 5 | Healthcare | 5.54% |