RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+1.61%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$364M
AUM Growth
-$5.39M
(-1.5%)
Cap. Flow
-$16.2M
Cap. Flow
% of AUM
-4.45%
Top 10 Holdings %
Top 10 Hldgs %
17.86%
Holding
272
New
27
Increased
80
Reduced
124
Closed
24
Top Buys
| 1 |
McKesson
MCK
|
$3.55M |
| 2 |
Williams-Sonoma
WSM
|
$2.97M |
| 3 |
Capital One
COF
|
$2.9M |
| 4 |
Hanesbrands
HBI
|
$2.84M |
| 5 |
HF Sinclair
DINO
|
$2.8M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$10.9M |
| 2 |
Ventas
VTR
|
$4.09M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$4.06M |
| 4 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$3.38M |
| 5 |
Western Digital
WDC
|
$3.18M |
Sector Composition
| 1 | Consumer Discretionary | 8.53% |
| 2 | Healthcare | 8.41% |
| 3 | Financials | 4.73% |
| 4 | Communication Services | 4.21% |
| 5 | Industrials | 3.99% |
