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
276
$267K 0.05%
3,882
-554
277
$266K 0.05%
3,513
-2,087
278
$266K 0.05%
7,344
-119
279
$262K 0.05%
3,099
-209
280
$262K 0.05%
8,183
-2,947
281
$260K 0.05%
+3,507
282
$260K 0.05%
2,250
+180
283
$258K 0.05%
4,171
+179
284
$257K 0.05%
8,877
+2,118
285
$256K 0.05%
+1,448
286
$256K 0.05%
2,907
+153
287
$255K 0.05%
4,069
-124
288
$251K 0.05%
1,490
+58
289
$248K 0.04%
+2,205
290
$246K 0.04%
1,168
-170
291
$246K 0.04%
6,536
292
$242K 0.04%
+2,189
293
$239K 0.04%
3,201
-600
294
$231K 0.04%
6,600
-810
295
$231K 0.04%
+4,174
296
$229K 0.04%
+904
297
$228K 0.04%
+8,545
298
$225K 0.04%
1,070
-21
299
$225K 0.04%
+1,093
300
$221K 0.04%
4,725
10 11
12
13 14