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
376
$333K 0.03%
3,903
-1,355
377
$331K 0.03%
12,125
+104
378
$329K 0.03%
5,400
+621
379
$329K 0.03%
4,806
-1,721
380
$327K 0.03%
1,578
-39
381
$326K 0.03%
10,006
+180
382
$325K 0.03%
6,462
+478
383
$322K 0.03%
15,960
-1,050
384
$321K 0.03%
1,308
-335
385
$320K 0.03%
14,081
+553
386
$320K 0.03%
695
+51
387
$315K 0.03%
+13,870
388
$314K 0.03%
2,587
-117
389
$308K 0.03%
1,521
390
$307K 0.03%
2,320
-504
391
$307K 0.03%
12,256
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392
$306K 0.03%
8,606
+1,581
393
$303K 0.03%
22,654
+406
394
$301K 0.03%
681
-429
395
$301K 0.03%
3,887
-574
396
$300K 0.03%
3,887
-8
397
$295K 0.02%
1,869
+46
398
$294K 0.02%
5,995
+620
399
$292K 0.02%
3,312
-1,277
400
$289K 0.02%
554
-22
14 15
16
17 18