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
251
$673K 0.06%
1,680
+91
252
$670K 0.06%
5,244
+612
253
$661K 0.06%
12,416
-3,606
254
$657K 0.06%
+4,393
255
$656K 0.06%
3,782
+205
256
$643K 0.05%
12,778
+981
257
$641K 0.05%
2,414
+33
258
$640K 0.05%
4,112
-119
259
$636K 0.05%
9,939
+6
260
$634K 0.05%
15,915
-125
261
$624K 0.05%
7,210
+10
262
$624K 0.05%
9,369
+461
263
$621K 0.05%
2,012
+44
264
$620K 0.05%
3,911
+699
265
$620K 0.05%
20,083
-39
266
$619K 0.05%
7,371
+2
267
$613K 0.05%
21,556
+4,212
268
$611K 0.05%
29,265
-1,439
269
$606K 0.05%
6,184
-308
270
$603K 0.05%
11,476
-996
271
$602K 0.05%
3,850
+1,016
272
$582K 0.05%
14,509
-6,539
273
$577K 0.05%
7,494
-6
274
$577K 0.05%
1,679
275
$569K 0.05%
11,638
-40
9 10
11
12 13