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
151
$2.13M 0.16%
8,592
+631
152
$2.09M 0.16%
+25,076
153
$2.09M 0.16%
20,877
+1,777
154
$2.07M 0.16%
10,196
+3,812
155
$2.02M 0.15%
35,612
+805
156
$2.01M 0.15%
97,294
-116,227
157
$1.96M 0.15%
8,807
-921
158
$1.93M 0.15%
4,376
+1,749
159
$1.93M 0.15%
16,608
+141
160
$1.92M 0.15%
157,325
-3,751
161
$1.92M 0.15%
8,283
+3,054
162
$1.91M 0.14%
10,607
+547
163
$1.91M 0.14%
81,696
+9,642
164
$1.86M 0.14%
26,465
-729
165
$1.86M 0.14%
18,590
+675
166
$1.84M 0.14%
16,487
-2,660
167
$1.83M 0.14%
38,252
+1,107
168
$1.8M 0.14%
+32,496
169
$1.79M 0.14%
7,938
-4,864
170
$1.78M 0.13%
3,379
+164
171
$1.78M 0.13%
15,910
-120
172
$1.75M 0.13%
26,865
+1,544
173
$1.71M 0.13%
39,538
-110,681
174
$1.68M 0.13%
32,851
+2,180
175
$1.66M 0.13%
11,376
+5,338
5 6
7
8 9