RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.22M
3
+$6.13M
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$5.98M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$5.73M

Top Sells

1
+$13.5M
2
+$6.28M
3
+$6.21M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$5.28M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$4.65M

Sector Composition

1 Technology 8.36%
2 Healthcare 5.17%
3 Consumer Staples 4.55%
4 Financials 3.98%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12.8K ﹤0.01%
21,672
+389
577
$10.9K ﹤0.01%
11,509
-34,315
578
$6.93K ﹤0.01%
275
579
– –
-3,234
580
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-6,276
581
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-19,221
582
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-2,231
583
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-4,255
584
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-37,298
585
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-6,611
586
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-3,818
587
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-12,823
588
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-11,892
589
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-88,861
590
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-55,275
591
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-2,161
592
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-14,556
593
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-1,966
594
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-786
595
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-1,107
596
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-2,266
597
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-6,784
598
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-15,708
599
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-2,829
600
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-6,713
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