RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+3.5%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$429M
AUM Growth
+$25M
(+6.2%)
Cap. Flow
+$9.58M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
19.82%
Holding
294
New
33
Increased
133
Reduced
98
Closed
15
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$2.16M |
| 2 |
Mastercard
MA
|
$2.06M |
| 3 |
Analog Devices
ADI
|
$2.05M |
| 4 |
Bank of New York Mellon
BK
|
$1.91M |
| 5 |
RTX Corp
RTX
|
$1.86M |
Top Sells
| 1 |
CPN
Calpine Corporation
CPN
|
$2.38M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$2.21M |
| 3 |
NS
NuStar Energy L.P.
NS
|
$2.13M |
| 4 |
Williams-Sonoma
WSM
|
$1.96M |
| 5 |
Hanesbrands
HBI
|
$1.92M |
Sector Composition
| 1 | Financials | 5.85% |
| 2 | Healthcare | 5.64% |
| 3 | Industrials | 4.97% |
| 4 | Consumer Staples | 4.77% |
| 5 | Technology | 4.7% |
