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
526
$66.5K 0.01%
+18,263
527
$61.3K ﹤0.01%
13,350
528
$60.5K ﹤0.01%
1,107
-387
529
$60.3K ﹤0.01%
+10,906
530
$59K ﹤0.01%
11,892
531
$58.5K ﹤0.01%
17,784
+5,445
532
$54.4K ﹤0.01%
+11,140
533
$54.4K ﹤0.01%
28,460
534
$53.3K ﹤0.01%
14,556
535
$50.9K ﹤0.01%
45,824
+23,013
536
$49.4K ﹤0.01%
17,648
-253
537
$46.2K ﹤0.01%
10,500
538
$38.1K ﹤0.01%
19,221
539
$17.8K ﹤0.01%
21,283
+3,779
540
$5.6K ﹤0.01%
275
541
$2.52K ﹤0.01%
21,377
542
– –
-11,685
543
– –
-2,696
544
– –
-2,976
545
– –
-21,185
546
– –
-2,609
547
– –
-1,026
548
– –
-8,025
549
– –
-539
550
– –
-4,348
19 20 21
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