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
126
$2.93M 0.22%
45,916
+4,047
127
$2.84M 0.21%
45,873
+1,014
128
$2.8M 0.21%
4,808
+1,405
129
$2.78M 0.21%
43,943
+13,506
130
$2.76M 0.21%
19,379
-314
131
$2.7M 0.2%
18,079
+3,261
132
$2.67M 0.2%
55,275
-1,091
133
$2.61M 0.2%
36,182
+14,098
134
$2.58M 0.2%
33,118
+694
135
$2.56M 0.19%
22,100
+560
136
$2.56M 0.19%
15,565
-570
137
$2.55M 0.19%
13,235
+2,617
138
$2.36M 0.18%
30,080
+10,160
139
$2.33M 0.18%
88,861
-28,420
140
$2.31M 0.17%
28,389
-31,355
141
$2.31M 0.17%
22,606
+518
142
$2.28M 0.17%
11,374
+1,595
143
$2.27M 0.17%
7,475
+145
144
$2.26M 0.17%
128,389
+809
145
$2.26M 0.17%
19,632
-994
146
$2.24M 0.17%
+87,345
147
$2.23M 0.17%
82,048
+1,882
148
$2.2M 0.17%
8,465
+79
149
$2.17M 0.16%
25,761
-993
150
$2.16M 0.16%
15,835
+3,492
4 5
6
7 8