RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$2.03M
2
+$1.96M
3
+$1.23M
4
OUSA icon
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
+$746K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$658K

Top Sells

1
+$1.74M
2
+$1.52M
3
+$1.28M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$886K
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$634K

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
301
$218K 0.04%
7,164
+125
302
$213K 0.04%
+5,014
303
$213K 0.04%
+5,182
304
$213K 0.04%
+1,797
305
$213K 0.04%
+2,823
306
$211K 0.04%
10,683
+108
307
$211K 0.04%
+714
308
$211K 0.04%
+6,753
309
$210K 0.04%
18,417
-400
310
$209K 0.04%
4,851
-951
311
$208K 0.04%
3,568
-8
312
$208K 0.04%
+7,623
313
$206K 0.04%
+1,391
314
$206K 0.04%
+8,572
315
$205K 0.04%
+13,431
316
$202K 0.04%
+1,621
317
$202K 0.04%
+4,481
318
$201K 0.04%
+2,431
319
$201K 0.04%
+6,815
320
$201K 0.04%
11,478
321
$200K 0.04%
+3,908
322
$193K 0.03%
11,600
-700
323
$185K 0.03%
16,654
+622
324
$182K 0.03%
17,505
325
$163K 0.03%
13,863
+199
11 12
13
14 15