RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+6.29%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$997M
AUM Growth
+$997M
(+910%)
Cap. Flow
+$893M
Cap. Flow
% of AUM
89.61%
Top 10 Holdings %
Top 10 Hldgs %
19.73%
Holding
525
New
497
Increased
27
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$39.4M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$21.8M |
| 3 |
Apple
AAPL
|
$18.6M |
| 4 |
Microsoft
MSFT
|
$17.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$16.1M |
Top Sells
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$61K |
Sector Composition
| 1 | Technology | 9.52% |
| 2 | Healthcare | 4.93% |
| 3 | Consumer Discretionary | 4.05% |
| 4 | Financials | 3.75% |
| 5 | Consumer Staples | 3.71% |
