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
376
$371K 0.03%
15,708
+821
377
$370K 0.03%
2,358
+737
378
$369K 0.03%
5,014
-79
379
$368K 0.03%
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380
$367K 0.03%
31,010
-418
381
$366K 0.03%
2,470
-152
382
$363K 0.03%
+13,890
383
$362K 0.03%
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384
$362K 0.03%
10,737
+2,307
385
$360K 0.03%
8,215
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386
$360K 0.03%
1,464
-106
387
$360K 0.03%
1,245
+1
388
$355K 0.03%
4,654
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389
$352K 0.03%
31,492
390
$351K 0.03%
+12,770
391
$349K 0.03%
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392
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393
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394
$347K 0.03%
27,292
-5,781
395
$346K 0.03%
1,803
+39
396
$345K 0.03%
6,715
-2,932
397
$340K 0.03%
6,650
+176
398
$334K 0.03%
7,277
-105,725
399
$334K 0.03%
5,122
+190
400
$330K 0.02%
4,470
-341
14 15
16
17 18