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
76
$4.63M 0.35%
29,865
+4,533
77
$4.62M 0.35%
91,962
+15,335
78
$4.62M 0.35%
126,274
-36,063
79
$4.57M 0.35%
16,169
+2,876
80
$4.54M 0.34%
25,322
+285
81
$4.51M 0.34%
26,582
+1,703
82
$4.48M 0.34%
42,696
+1,512
83
$4.47M 0.34%
6,779
+338
84
$4.46M 0.34%
67,052
-59,521
85
$4.45M 0.34%
36,213
+7,130
86
$4.43M 0.34%
34,284
+9,893
87
$4.41M 0.33%
42,944
+7,798
88
$4.39M 0.33%
19,656
+11,845
89
$4.39M 0.33%
47,643
+44,953
90
$4.36M 0.33%
36,054
+31,031
91
$4.28M 0.32%
77,891
+10,150
92
$4.26M 0.32%
23,831
+3,440
93
$4.24M 0.32%
45,094
+1,947
94
$4.1M 0.31%
21,977
+120
95
$4.07M 0.31%
52,141
-14,758
96
$4.06M 0.31%
109,856
97
$4.03M 0.3%
76,683
+3,591
98
$3.95M 0.3%
39,929
+19
99
$3.92M 0.3%
48,945
-46,496
100
$3.89M 0.29%
18,483
+3,553
2 3
4
5 6