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
326
$157K 0.03%
5,640
-240
327
$147K 0.03%
2,058
+1
328
$143K 0.03%
24,860
329
$138K 0.02%
12,915
-55
330
$127K 0.02%
3,374
-198
331
$125K 0.02%
16,940
332
$115K 0.02%
10,873
+6
333
$107K 0.02%
16,683
-3,975
334
$101K 0.02%
15,500
-3,500
335
$99K 0.02%
15,000
336
$66K 0.01%
+17,010
337
$59K 0.01%
228
-48
338
$47K 0.01%
+109
339
$38K 0.01%
+11,597
340
$29K 0.01%
11,260
341
– –
-37,720
342
– –
-1,124
343
– –
-1,448
344
– –
-51,676
345
– –
-2,244
346
– –
-1,442
347
– –
-36,787
348
– –
-11,376
349
– –
-11,894
350
– –
-7,600
11 12 13
14
15