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
351
$438K 0.03%
18,261
352
$437K 0.03%
8,466
-1,739
353
$437K 0.03%
2,496
-70
354
$436K 0.03%
6,752
+2,552
355
$436K 0.03%
4,633
-46
356
$434K 0.03%
535
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357
$432K 0.03%
2,136
358
$429K 0.03%
+4,950
359
$428K 0.03%
1,653
360
$421K 0.03%
930
+235
361
$416K 0.03%
4,654
+438
362
$413K 0.03%
5,032
+2,172
363
$411K 0.03%
7,951
+25
364
$410K 0.03%
+21,816
365
$410K 0.03%
6,480
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366
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367
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368
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369
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1,545
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370
$390K 0.03%
+13,309
371
$385K 0.03%
3,373
+702
372
$382K 0.03%
17,960
-1,000
373
$379K 0.03%
8,831
-143
374
$374K 0.03%
11,387
+1,599
375
$374K 0.03%
4,008
+128
13 14
15
16 17