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
$554M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.05M
3
+$1.25M
4
OUSA icon
ALPS O'Shares US Quality Dividend ETF
OUSA
+$771K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$662K

Top Sells

1
+$1.74M
2
+$1.52M
3
+$1.28M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$886K
5
SYY icon
Sysco
SYY
+$652K

Sector Composition

1 Healthcare 8.4%
2 Technology 7.45%
3 Consumer Staples 6.45%
4 Industrials 4.64%
5 Utilities 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.07%
6,156
+2,000
227
$372K 0.07%
6,122
+980
228
$370K 0.07%
8,058
+75
229
$370K 0.07%
8,042
+305
230
$369K 0.07%
6,630
+370
231
$365K 0.07%
14,878
232
$365K 0.07%
6,506
+157
233
$364K 0.07%
24,109
+43
234
$364K 0.07%
6,652
-165
235
$364K 0.07%
+5,629
236
$361K 0.06%
+6,161
237
$360K 0.06%
2,379
+38
238
$357K 0.06%
6,324
+378
239
$353K 0.06%
8,492
+518
240
$353K 0.06%
14,655
-267
241
$353K 0.06%
3,267
-38
242
$351K 0.06%
+1,602
243
$349K 0.06%
1,540
-68
244
$349K 0.06%
16,400
245
$344K 0.06%
15,193
-3,899
246
$342K 0.06%
4,319
-2
247
$338K 0.06%
+5,738
248
$332K 0.06%
3,000
+3
249
$332K 0.06%
4,263
250
$331K 0.06%
10,208
+300
8 9
10
11 12