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
101
$3.87M 0.29%
64,381
+18,501
102
$3.83M 0.29%
75,750
-150
103
$3.83M 0.29%
39,458
+1,769
104
$3.75M 0.28%
114,857
+1,286
105
$3.73M 0.28%
84,413
+8,790
106
$3.73M 0.28%
45,883
-1,397
107
$3.69M 0.28%
24,277
+2,098
108
$3.65M 0.28%
35,244
+2,107
109
$3.63M 0.27%
17,030
+665
110
$3.58M 0.27%
47,733
+726
111
$3.58M 0.27%
39,186
+2,829
112
$3.58M 0.27%
71,087
+1,321
113
$3.53M 0.27%
79,957
+989
114
$3.5M 0.26%
+67,319
115
$3.49M 0.26%
15,021
+400
116
$3.41M 0.26%
17,831
+355
117
$3.34M 0.25%
27,475
-1,773
118
$3.34M 0.25%
35,237
-1,076
119
$3.29M 0.25%
64,977
-2,384
120
$3.22M 0.24%
19,555
+1,606
121
$3.22M 0.24%
13,840
+8
122
$3.18M 0.24%
37,951
+8,826
123
$3.05M 0.23%
47,634
-2,711
124
$3.02M 0.23%
8,538
+2,060
125
$3.02M 0.23%
18,455
+1,018
3 4
5
6 7