RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
326
$486K 0.04%
3,797
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$486K 0.04%
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329
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337
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771
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349
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8,827
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12 13
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15 16