RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
-1.13%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$1.03B
AUM Growth
+$1.03B
(+3.4%)
Cap. Flow
+$51.6M
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
19.46%
Holding
553
New
28
Increased
321
Reduced
147
Closed
31
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.05M |
| 2 |
iShares Global Tech ETF
IXN
|
$2.86M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.06M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.9M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.75M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.91M |
| 2 |
Royal Caribbean
RCL
|
$1.39M |
| 3 |
Renaissance IPO ETF
IPO
|
$1.23M |
| 4 |
Fidelity MSCI Financials Index ETF
FNCL
|
$1.2M |
| 5 |
Marriott International Class A Common Stock
MAR
|
$1.14M |
Sector Composition
| 1 | Technology | 9.22% |
| 2 | Healthcare | 5.36% |
| 3 | Consumer Staples | 3.85% |
| 4 | Consumer Discretionary | 3.81% |
| 5 | Financials | 3.78% |
