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
301
$577K 0.04%
1,192
+206
302
$573K 0.04%
4,901
+37
303
$568K 0.04%
2,965
+162
304
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305
$562K 0.04%
23,782
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306
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2,186
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307
$558K 0.04%
3,377
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308
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309
$551K 0.04%
13,574
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310
$548K 0.04%
11,858
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311
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13,500
312
$544K 0.04%
11,013
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313
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22,405
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314
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5,701
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315
$540K 0.04%
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316
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319
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8,836
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320
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321
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322
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5,035
-37
323
$501K 0.04%
1,088
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324
$495K 0.04%
8,037
+965
325
$488K 0.04%
55,366
+2,748
11 12
13
14 15