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
251
$799K 0.06%
34,522
+20,652
252
$799K 0.06%
2,560
+107
253
$796K 0.06%
19,999
-520
254
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7,280
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255
$788K 0.06%
+4,134
256
$787K 0.06%
3,647
+1,400
257
$786K 0.06%
1,932
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258
$785K 0.06%
18,702
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259
$781K 0.06%
+19,961
260
$765K 0.06%
10,580
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261
$763K 0.06%
28,274
+2,956
262
$761K 0.06%
8,987
+1,577
263
$761K 0.06%
37,298
+1,396
264
$757K 0.06%
1,304
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265
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15,285
-8,023
266
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16,154
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19,680
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$736K 0.06%
9,510
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269
$729K 0.06%
2,077
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270
$719K 0.05%
1,907
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271
$712K 0.05%
7,415
-481
272
$712K 0.05%
1,193
-19
273
$705K 0.05%
6,276
-53
274
$698K 0.05%
13,498
-5,442
275
$697K 0.05%
12,713
-600
9 10
11
12 13