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
401
$329K 0.02%
1,510
+9
402
$328K 0.02%
1,363
+145
403
$324K 0.02%
6,536
+584
404
$324K 0.02%
1,728
-310
405
$321K 0.02%
2,318
-8
406
$321K 0.02%
1,343
+150
407
$321K 0.02%
10,118
-1,050
408
$319K 0.02%
6,139
-135
409
$319K 0.02%
2,742
-215
410
$318K 0.02%
13,676
+362
411
$317K 0.02%
11,002
+1,491
412
$316K 0.02%
15,107
+1,109
413
$311K 0.02%
9,688
-2,629
414
$310K 0.02%
10,600
415
$309K 0.02%
3,818
-135
416
$307K 0.02%
6,670
-2,368
417
$307K 0.02%
4,668
-92
418
$305K 0.02%
13,011
+550
419
$305K 0.02%
2,829
-1,970
420
$304K 0.02%
+6,713
421
$298K 0.02%
34,100
-100
422
$297K 0.02%
1,863
-405
423
$295K 0.02%
1,456
+34
424
$295K 0.02%
1,233
-28
425
$294K 0.02%
5,025
15 16
17
18 19