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
1
$81.2M 6.15%
170,077
+1,316
2
$27.9M 2.11%
144,945
+4,172
3
$26.4M 2%
+64,455
4
$25.2M 1.9%
66,964
-58
5
$20.8M 1.57%
197,280
-35,392
6
$20.8M 1.57%
350,406
-13,912
7
$20.7M 1.57%
187,454
+9,994
8
$20M 1.51%
42,047
-725
9
$17.6M 1.33%
693,471
-81,834
10
$17.5M 1.33%
218,902
-3,098
11
$17.3M 1.31%
111,724
-1,372
12
$15.8M 1.19%
50,784
+14
13
$14.1M 1.07%
96,254
-708
14
$13.4M 1.01%
85,482
-501
15
$12.8M 0.97%
267,031
+311
16
$12.6M 0.95%
73,708
-2,885
17
$12.2M 0.92%
264,003
-20,103
18
$12.2M 0.92%
129,574
+987
19
$11.8M 0.89%
108,577
+2,170
20
$11.7M 0.88%
26,699
-2,948
21
$11.3M 0.85%
489,512
+346,374
22
$10.9M 0.83%
111,498
-6
23
$10.8M 0.82%
71,230
+1,211
24
$10.8M 0.82%
269,142
+186,841
25
$10.7M 0.81%
340,244
+255,270
1
2 3 4 5