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
26
$10.5M 0.79%
257,663
-5,386
27
$10.2M 0.77%
327,351
-123,138
28
$9.87M 0.75%
199,210
-9,220
29
$9.72M 0.74%
99,846
-142
30
$9.59M 0.73%
237,744
+23,716
31
$9.3M 0.7%
63,199
+4,932
32
$9.1M 0.69%
30,700
+1,056
33
$9.03M 0.68%
+179,546
34
$8.95M 0.68%
361,766
-5,144
35
$8.46M 0.64%
102,734
+109
36
$8.38M 0.63%
101,536
-2,266
37
$8.11M 0.61%
54,385
-400
38
$7.95M 0.6%
210,771
+27,156
39
$7.86M 0.59%
110,893
-1,694
40
$7.68M 0.58%
148,986
-1,323
41
$7.68M 0.58%
74,475
+2,411
42
$7.65M 0.58%
186,120
+6,353
43
$7.63M 0.58%
70,352
+7,092
44
$7.53M 0.57%
107,077
-717
45
$7.43M 0.56%
81,176
-1,187
46
$7.28M 0.55%
139,824
-17,413
47
$7.04M 0.53%
+216,084
48
$6.91M 0.52%
164,833
-111,426
49
$6.83M 0.52%
169,739
-259
50
$6.78M 0.51%
19,003
+4,649
1
2
3 4 5