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
476
$234K 0.02%
+3,814
477
$234K 0.02%
1,966
+8
478
$233K 0.02%
5,337
+354
479
$233K 0.02%
+11,741
480
$232K 0.02%
+2,081
481
$230K 0.02%
+2,901
482
$229K 0.02%
4,250
-7,395
483
$229K 0.02%
+3,930
484
$229K 0.02%
4,727
-124
485
$227K 0.02%
+3,020
486
$226K 0.02%
+8,326
487
$224K 0.02%
2,237
-2,915
488
$223K 0.02%
4,700
+364
489
$223K 0.02%
2,649
+20
490
$223K 0.02%
1,006
-383
491
$223K 0.02%
4,223
-65,412
492
$222K 0.02%
+1,622
493
$222K 0.02%
+1,316
494
$220K 0.02%
+1,029
495
$219K 0.02%
+7,924
496
$219K 0.02%
+7,052
497
$217K 0.02%
+2,231
498
$214K 0.02%
6,057
+292
499
$211K 0.02%
+7,261
500
$211K 0.02%
11,730
+1,725
18 19
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