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
251
$320K 0.06%
19,100
-4,700
252
$320K 0.06%
11,356
-647
253
$314K 0.06%
4,396
254
$311K 0.06%
2,924
+245
255
$311K 0.06%
+2,477
256
$311K 0.06%
3,800
-49
257
$310K 0.06%
1,413
258
$307K 0.06%
14,210
+236
259
$305K 0.05%
+10,310
260
$296K 0.05%
3,525
+168
261
$295K 0.05%
4,059
+347
262
$295K 0.05%
10,415
+795
263
$295K 0.05%
9,042
-1,378
264
$288K 0.05%
4,188
+442
265
$288K 0.05%
11,537
-4
266
$285K 0.05%
7,539
+524
267
$281K 0.05%
3,365
+34
268
$279K 0.05%
4,180
-60
269
$279K 0.05%
13,653
-2,560
270
$275K 0.05%
5,525
271
$275K 0.05%
3,233
-57
272
$272K 0.05%
1,524
+225
273
$271K 0.05%
10,197
+32
274
$269K 0.05%
7,344
+398
275
$269K 0.05%
5,512
-65
9 10
11
12 13