RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+4.14%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$373M
AUM Growth
+$42.1M
(+13%)
Cap. Flow
+$38.5M
Cap. Flow
% of AUM
10.31%
Top 10 Holdings %
Top 10 Hldgs %
21.59%
Holding
1,086
New
121
Increased
327
Reduced
243
Closed
144
Top Buys
| 1 |
La-Z-Boy
LZB
|
$14.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.33M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.89M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$2.92M |
| 5 |
Urban Outfitters
URBN
|
$2.72M |
Top Sells
| 1 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$3.19M |
| 2 |
PCYC
PHARMACYCLICS INC
PCYC
|
$2.92M |
| 3 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$2.83M |
| 4 |
eBay
EBAY
|
$2.52M |
| 5 |
Sysco
SYY
|
$2.33M |
Sector Composition
| 1 | Consumer Discretionary | 8.61% |
| 2 | Financials | 5.71% |
| 3 | Healthcare | 5.48% |
| 4 | Consumer Staples | 4.32% |
| 5 | Energy | 3.95% |