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
276
$696K 0.05%
23,387
-2,301
277
$692K 0.05%
4,119
-6
278
$689K 0.05%
+35,717
279
$684K 0.05%
+11,687
280
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281
$681K 0.05%
4,616
+1,000
282
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13,431
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283
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284
$667K 0.05%
7,298
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285
$654K 0.05%
11,586
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286
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+27,845
287
$628K 0.05%
19,531
-295
288
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28,785
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289
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8,310
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290
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291
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16,930
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292
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293
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294
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16,002
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295
$602K 0.05%
5,995
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296
$601K 0.05%
5,592
-3,933
297
$596K 0.05%
5,045
298
$591K 0.04%
2,246
+71
299
$591K 0.04%
1,213
+105
300
$584K 0.04%
12,000
-155
10 11
12
13 14