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
351
$368K 0.03%
3,810
+1
352
$367K 0.03%
+2,136
353
$366K 0.03%
31,425
+3
354
$366K 0.03%
2,291
-36
355
$365K 0.03%
14,000
356
$364K 0.03%
43,652
-119,188
357
$363K 0.03%
14,516
-14,398
358
$361K 0.03%
4,949
+80
359
$361K 0.03%
8,696
-25
360
$359K 0.03%
5,640
-135
361
$358K 0.03%
33,246
+4,438
362
$358K 0.03%
1,243
363
$355K 0.03%
11,168
+101
364
$350K 0.03%
33,080
365
$349K 0.03%
2,056
+176
366
$349K 0.03%
18,261
-11,375
367
$346K 0.03%
4,516
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368
$345K 0.03%
14,549
+963
369
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11,436
-2,786
370
$344K 0.03%
9,254
+41
371
$341K 0.03%
14,358
-983
372
$339K 0.03%
2,004
+66
373
$339K 0.03%
3,863
+107
374
$338K 0.03%
1,652
+72
375
$337K 0.03%
3,071
+336
13 14
15
16 17