RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$9.03M
3
+$8.04M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.98M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$7.49M

Top Sells

1
+$8.64M
2
+$5.12M
3
+$4.86M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$4.79M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$4.67M

Sector Composition

1 Technology 8.29%
2 Healthcare 5.22%
3 Consumer Staples 4.5%
4 Financials 4.18%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$999K 0.08%
23,865
-214
227
$995K 0.08%
19,808
+521
228
$993K 0.08%
3,809
+39
229
$978K 0.07%
+42,025
230
$976K 0.07%
40,913
-51,004
231
$963K 0.07%
3,345
-61
232
$959K 0.07%
13,203
+7,434
233
$953K 0.07%
16,655
+1,035
234
$935K 0.07%
23,206
+1,095
235
$923K 0.07%
18,234
+608
236
$918K 0.07%
5,817
+1,090
237
$915K 0.07%
11,765
+2,937
238
$903K 0.07%
17,970
+1,884
239
$890K 0.07%
22,813
+10,158
240
$888K 0.07%
4,055
+144
241
$888K 0.07%
3,384
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242
$887K 0.07%
42,768
+18,292
243
$881K 0.07%
7,995
-12,934
244
$879K 0.07%
23,717
-1,603
245
$872K 0.07%
50,812
+1,472
246
$860K 0.07%
10,222
+3,033
247
$834K 0.06%
30,106
-1,977
248
$824K 0.06%
26,564
+9,133
249
$822K 0.06%
19,296
+266
250
$818K 0.06%
24,964
-2,575
8 9
10
11 12