RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.01%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$475M
AUM Growth
+$475M
(+44%)
Cap. Flow
+$132M
Cap. Flow
% of AUM
27.89%
Top 10 Holdings %
Top 10 Hldgs %
19.25%
Holding
348
New
87
Increased
181
Reduced
41
Closed
29
Top Buys
Top Sells
| 1 |
La-Z-Boy
LZB
|
$2.82M |
| 2 |
Mastercard
MA
|
$2.35M |
| 3 |
ANDV
Andeavor
ANDV
|
$2.22M |
| 4 |
O'Reilly Automotive
ORLY
|
$2.07M |
| 5 |
Union Pacific
UNP
|
$2.01M |
Sector Composition
| 1 | Healthcare | 8.81% |
| 2 | Technology | 6.09% |
| 3 | Industrials | 5.36% |
| 4 | Consumer Staples | 4.98% |
| 5 | Consumer Discretionary | 4.14% |
