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
176
$1.64M 0.12%
14,032
-388
177
$1.63M 0.12%
18,013
-86
178
$1.6M 0.12%
4,631
-216
179
$1.59M 0.12%
24,548
-635
180
$1.57M 0.12%
59,625
+2,079
181
$1.57M 0.12%
8,995
-4
182
$1.56M 0.12%
46,278
-4,929
183
$1.52M 0.11%
20,774
-540
184
$1.52M 0.11%
37,297
-261
185
$1.49M 0.11%
8,498
+195
186
$1.47M 0.11%
28,655
-1,343
187
$1.44M 0.11%
13,224
-132
188
$1.43M 0.11%
13,841
-41,749
189
$1.43M 0.11%
10,748
-492
190
$1.4M 0.11%
68,746
+4,685
191
$1.4M 0.11%
21,388
+668
192
$1.37M 0.1%
29,573
+460
193
$1.35M 0.1%
25,798
+3,113
194
$1.35M 0.1%
12,890
+9,198
195
$1.32M 0.1%
12,518
+448
196
$1.32M 0.1%
51,875
-600
197
$1.3M 0.1%
3,257
+159
198
$1.3M 0.1%
37,632
+398
199
$1.29M 0.1%
8,759
+685
200
$1.29M 0.1%
27,840
+105
6 7
8
9 10