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
201
$1.27M 0.1%
16,865
+1,877
202
$1.26M 0.1%
72,498
+3,772
203
$1.24M 0.09%
9,882
+119
204
$1.23M 0.09%
4,734
+3,631
205
$1.23M 0.09%
7,017
+325
206
$1.2M 0.09%
8,326
-48
207
$1.19M 0.09%
10,800
+943
208
$1.16M 0.09%
2,360
+887
209
$1.13M 0.09%
10,911
+7,601
210
$1.13M 0.09%
3,824
+179
211
$1.13M 0.09%
28,638
+222
212
$1.13M 0.09%
46,712
-3,031
213
$1.09M 0.08%
8,225
-39
214
$1.08M 0.08%
2,530
-106
215
$1.08M 0.08%
11,839
+1,103
216
$1.06M 0.08%
24,892
-33,599
217
$1.06M 0.08%
16,739
+1,500
218
$1.05M 0.08%
6,708
-823
219
$1.05M 0.08%
11,834
-24
220
$1.04M 0.08%
5,997
-456
221
$1.04M 0.08%
13,429
-915
222
$1.04M 0.08%
14,501
+891
223
$1.02M 0.08%
40,298
+6,723
224
$1.01M 0.08%
9,610
-1,683
225
$1,000K 0.08%
42,882
+5,652
7 8
9
10 11