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
$1.19B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$4.95M
3
+$3.94M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.59M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$2.87M

Top Sells

1
+$7.7M
2
+$5.75M
3
+$5.07M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.72M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Technology 7.48%
2 Healthcare 5.24%
3 Consumer Staples 4.57%
4 Consumer Discretionary 3.76%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$783K 0.07%
20,032
+3,822
227
$781K 0.07%
7,075
+46
228
$780K 0.07%
15,971
+253
229
$757K 0.06%
28,755
-761
230
$757K 0.06%
18,826
-256
231
$752K 0.06%
15,452
+1,838
232
$743K 0.06%
20,681
+234
233
$735K 0.06%
1,789
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234
$734K 0.06%
6,285
-708
235
$734K 0.06%
9,781
-33,458
236
$731K 0.06%
3,294
+90
237
$730K 0.06%
18,170
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238
$723K 0.06%
7,605
-702
239
$721K 0.06%
19,288
+1,317
240
$720K 0.06%
17,676
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241
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242
$706K 0.06%
35,879
+2,277
243
$705K 0.06%
3,315
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244
$697K 0.06%
15,352
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245
$695K 0.06%
16,714
+2,532
246
$686K 0.06%
7,304
+1,772
247
$681K 0.06%
16,600
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248
$680K 0.06%
6,937
+939
249
$675K 0.06%
11,947
-3,632
250
$674K 0.06%
20,154
-42,249
8 9
10
11 12