RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+12.2%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$884M
AUM Growth
+$884M
(+945%)
Cap. Flow
+$790M
Cap. Flow
% of AUM
89.38%
Top 10 Holdings %
Top 10 Hldgs %
21.33%
Holding
464
New
436
Increased
27
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$36.9M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$19.5M |
| 3 |
Apple
AAPL
|
$17.8M |
| 4 |
Microsoft
MSFT
|
$15.7M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.4M |
Top Sells
| 1 |
iShares Micro-Cap ETF
IWC
|
$93K |
Sector Composition
| 1 | Technology | 9.22% |
| 2 | Healthcare | 5.8% |
| 3 | Consumer Staples | 4.83% |
| 4 | Consumer Discretionary | 4.01% |
| 5 | Financials | 3.27% |
