RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
-6.9%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$385M
AUM Growth
+$385M
(+4.2%)
Cap. Flow
+$47.8M
Cap. Flow
% of AUM
12.41%
Top 10 Holdings %
Top 10 Hldgs %
18.06%
Holding
1,192
New
221
Increased
317
Reduced
230
Closed
74
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$9.01M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$7.91M |
| 3 |
iShares MBS ETF
MBB
|
$5.56M |
| 4 |
Kforce
KFRC
|
$3.65M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$3.07M |
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$3.91M |
| 2 |
Credit Acceptance
CACC
|
$3.29M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$3.27M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$3.11M |
| 5 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$2.59M |
Sector Composition
| 1 | Consumer Discretionary | 9.14% |
| 2 | Financials | 5.94% |
| 3 | Healthcare | 5.9% |
| 4 | Industrials | 5.59% |
| 5 | Technology | 4.73% |