RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+1.91%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$329M
AUM Growth
+$329M
(-27%)
Cap. Flow
-$129M
Cap. Flow
% of AUM
-39.25%
Top 10 Holdings %
Top 10 Hldgs %
19.4%
Holding
334
New
23
Increased
18
Reduced
212
Closed
75
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$1.83M |
| 2 |
Macy's
M
|
$1.59M |
| 3 |
AVX
AVX Corporation
AVX
|
$1.58M |
| 4 |
Lear
LEA
|
$1.56M |
| 5 |
Innoviva
INVA
|
$1.55M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.8M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.96M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.8M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$2.86M |
| 5 |
Blackrock
BLK
|
$2.49M |
Sector Composition
| 1 | Technology | 7.71% |
| 2 | Healthcare | 6.41% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Industrials | 4.82% |
| 5 | Financials | 4.44% |
