Regal Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$35M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$18.9M |
| 3 |
Apple
AAPL
|
+$16.1M |
| 4 |
Microsoft
MSFT
|
+$15.1M |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$14.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Micro-Cap ETF
IWC
|
+$82.9K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.22% |
| 2 | Healthcare | 5.8% |
| 3 | Consumer Staples | 4.83% |
| 4 | Consumer Discretionary | 4.01% |
| 5 | Financials | 3.27% |
Similar funds
Regal Investment Advisors's Q4 2020 Portfolio in Review
As of Q4 2020, Regal Investment Advisors held 468 positions worth $885M, up 945% from $84.6M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Regal Investment Advisors deployed $753M of net new capital in Q4 2020, opening 440 new positions and adding to 27 existing holdings. Its largest new stake was First Trust Capital Strength ETF: 289,257 shares worth $19.5M.
By sector, the portfolio is most concentrated in Technology at 9.2% of assets, up from 0% a quarter earlier, followed by Healthcare and Consumer Staples.
On the sell side, the largest reduction was iShares Micro-Cap ETF, an estimated $82.9K trimmed.
- Regal Investment Advisors's largest Q4 2020 buy was First Trust Capital Strength ETF: 289,257 shares worth $19.5M.
- Regal Investment Advisors added most to iShares Core S&P 500 ETF in Q4 2020, an estimated $35M increase.
- Regal Investment Advisors's biggest Q4 2020 reduction was iShares Micro-Cap ETF, cutting an estimated $82.9K.
- Regal Investment Advisors's ten largest holdings make up 21% of its $885M portfolio in Q4 2020.
- Regal Investment Advisors opened 440 new positions and closed 0 in Q4 2020.
- Regal Investment Advisors's portfolio value rose 945% quarter-over-quarter to $885M.
Based on Regal Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.