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
451
$256K 0.02%
641
-9
452
$254K 0.02%
5,705
-97
453
$253K 0.02%
12,612
+776
454
$253K 0.02%
+1,951
455
$252K 0.02%
+3,274
456
$252K 0.02%
+2,015
457
$252K 0.02%
+5,500
458
$249K 0.02%
5,636
+937
459
$248K 0.02%
2,493
-476
460
$247K 0.02%
14,000
461
$247K 0.02%
4,436
+101
462
$246K 0.02%
1,558
+93
463
$244K 0.02%
786
-2
464
$244K 0.02%
2,266
+8
465
$242K 0.02%
1,799
+70
466
$242K 0.02%
6,784
-274
467
$241K 0.02%
15,885
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468
$239K 0.02%
2,623
+85
469
$237K 0.02%
+568
470
$237K 0.02%
+6,974
471
$236K 0.02%
2,760
472
$235K 0.02%
2,133
-23
473
$235K 0.02%
3,622
+121
474
$235K 0.02%
11,759
+897
475
$234K 0.02%
+4,333
17 18
19
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