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
501
$210K 0.02%
+2,085
502
$209K 0.02%
+3,234
503
$209K 0.02%
+509
504
$207K 0.02%
+2,148
505
$207K 0.02%
+2,102
506
$206K 0.02%
+4,621
507
$206K 0.02%
+4,381
508
$206K 0.02%
+50,660
509
$205K 0.02%
2,161
-12
510
$205K 0.02%
+6,384
511
$203K 0.02%
4,255
-1,168
512
$203K 0.02%
+6,611
513
$203K 0.02%
+3,420
514
$202K 0.02%
+6,348
515
$201K 0.02%
6,563
+73
516
$201K 0.02%
1,054
-48
517
$201K 0.02%
20,174
-21,804
518
$188K 0.01%
12,823
-1,177
519
$152K 0.01%
11,463
+69
520
$140K 0.01%
23,302
+1,605
521
$134K 0.01%
17,250
522
$118K 0.01%
13,450
523
$109K 0.01%
16,093
+2,126
524
$98.2K 0.01%
17,952
+5,372
525
$82.7K 0.01%
13,606
19 20
21
22 23