RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+3.54%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$281M
AUM Growth
+$44.5M
(+19%)
Cap. Flow
+$32.8M
Cap. Flow
% of AUM
11.69%
Top 10 Holdings %
Top 10 Hldgs %
18.03%
Holding
994
New
85
Increased
274
Reduced
215
Closed
66
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.98M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.58M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$3.28M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.64M |
| 5 |
Dick's Sporting Goods
DKS
|
$2.48M |
Top Sells
| 1 |
Apple
AAPL
|
$2.98M |
| 2 |
Synaptics
SYNA
|
$2.56M |
| 3 |
Advance Auto Parts
AAP
|
$2.5M |
| 4 |
NewMarket
NEU
|
$2.35M |
| 5 |
Southwest Airlines
LUV
|
$2.26M |
Sector Composition
| 1 | Financials | 7.07% |
| 2 | Energy | 6.65% |
| 3 | Consumer Staples | 6.23% |
| 4 | Healthcare | 5.97% |
| 5 | Consumer Discretionary | 5.19% |
