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
326
$421K 0.04%
956
+236
327
$418K 0.04%
6,863
+122
328
$417K 0.04%
3,511
+301
329
$409K 0.03%
1,162
+145
330
$408K 0.03%
51,707
+2,204
331
$407K 0.03%
7,926
332
$406K 0.03%
+12,925
333
$397K 0.03%
9,562
334
$397K 0.03%
2,047
+37
335
$397K 0.03%
574
-13
336
$393K 0.03%
2,321
+3
337
$391K 0.03%
13,741
+3,812
338
$391K 0.03%
3,356
-4
339
$391K 0.03%
1,211
-1
340
$390K 0.03%
14,872
+5,082
341
$385K 0.03%
10,847
+238
342
$380K 0.03%
4,709
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343
$380K 0.03%
7,365
-952
344
$379K 0.03%
674
+43
345
$377K 0.03%
7,932
-420
346
$377K 0.03%
1,689
+412
347
$376K 0.03%
11,403
+1,626
348
$375K 0.03%
1,512
-21
349
$371K 0.03%
5,105
-710
350
$369K 0.03%
9,578
-3,669
12 13
14
15 16