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
276
$560K 0.05%
5,597
+153
277
$556K 0.05%
4,855
+1,328
278
$551K 0.05%
15,147
+2,912
279
$540K 0.05%
5,728
-425
280
$536K 0.04%
9,556
+98
281
$534K 0.04%
15,850
+1,364
282
$532K 0.04%
5,799
-1,560
283
$532K 0.04%
1,087
+5
284
$531K 0.04%
2,795
+853
285
$529K 0.04%
15,542
+1,069
286
$526K 0.04%
10,475
-443
287
$525K 0.04%
16,587
-7,677
288
$522K 0.04%
10,304
-170
289
$517K 0.04%
10,727
+158
290
$515K 0.04%
+5,122
291
$510K 0.04%
5,424
-267
292
$509K 0.04%
+3,343
293
$505K 0.04%
4,511
+1,854
294
$501K 0.04%
5,317
-1,147
295
$500K 0.04%
7,688
-1,614
296
$499K 0.04%
18,359
+3,635
297
$497K 0.04%
6,812
+127
298
$496K 0.04%
4,553
-702
299
$493K 0.04%
19,447
+3,132
300
$493K 0.04%
2,228
+1,193
10 11
12
13 14