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
51
$6.71M 0.51%
28,284
+392
52
$6.66M 0.5%
188,046
-2,204
53
$6.65M 0.5%
394,570
-4,643
54
$6.61M 0.5%
85,809
-667
55
$6.53M 0.49%
200,117
+419
56
$6.37M 0.48%
45,205
+5,184
57
$6.34M 0.48%
377,788
-21,085
58
$6.3M 0.48%
45,068
+803
59
$6.26M 0.47%
43,984
+3,001
60
$6.09M 0.46%
120,605
+1,416
61
$6.08M 0.46%
109,680
-13,780
62
$6.07M 0.46%
61,208
+4,997
63
$5.91M 0.45%
205,165
-6,846
64
$5.69M 0.43%
39,255
+1,551
65
$5.63M 0.43%
25,651
+476
66
$5.57M 0.42%
79,175
+3,238
67
$5.51M 0.42%
32,381
+8,677
68
$5.5M 0.42%
69,603
+10,109
69
$5.45M 0.41%
59,903
-1,580
70
$5.45M 0.41%
61,630
+712
71
$5.44M 0.41%
32,562
+8,916
72
$5.13M 0.39%
62,532
-14,806
73
$5M 0.38%
51,633
-19,561
74
$4.89M 0.37%
83,004
+1,726
75
$4.75M 0.36%
94,046
+21,887
1 2
3
4 5