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
426
$289K 0.02%
3,546
+8
427
$288K 0.02%
+13,962
428
$287K 0.02%
7,138
+476
429
$286K 0.02%
10,991
+75
430
$284K 0.02%
1,477
+122
431
$283K 0.02%
2,718
+5
432
$279K 0.02%
7,758
-436
433
$278K 0.02%
4,035
-660
434
$278K 0.02%
+11,858
435
$278K 0.02%
2,727
-135
436
$275K 0.02%
+10,389
437
$275K 0.02%
4,411
+10
438
$275K 0.02%
3,257
+31
439
$274K 0.02%
106
-86
440
$274K 0.02%
7,527
-5
441
$273K 0.02%
1,215
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442
$269K 0.02%
1,861
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443
$268K 0.02%
3,815
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444
$267K 0.02%
+9,507
445
$266K 0.02%
12,525
+150
446
$266K 0.02%
1,715
-406
447
$260K 0.02%
+9,278
448
$258K 0.02%
+4,884
449
$258K 0.02%
+11,349
450
$256K 0.02%
+9,658
16 17
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