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
401
$289K 0.02%
2,294
-97
402
$288K 0.02%
10,600
-869
403
$287K 0.02%
1,542
-102
404
$285K 0.02%
2,972
-819
405
$285K 0.02%
4,590
+55
406
$284K 0.02%
8,025
407
$283K 0.02%
12,412
+850
408
$282K 0.02%
855
+164
409
$280K 0.02%
596
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410
$280K 0.02%
1,440
-49
411
$276K 0.02%
4,472
+705
412
$274K 0.02%
2,811
+2
413
$273K 0.02%
+14,580
414
$271K 0.02%
6,570
-1,791
415
$270K 0.02%
6,348
+1,040
416
$268K 0.02%
+5,265
417
$268K 0.02%
2,538
418
$266K 0.02%
8,692
+210
419
$266K 0.02%
1,526
+255
420
$263K 0.02%
16,837
-4,223
421
$263K 0.02%
2,694
-58,865
422
$263K 0.02%
18,634
+329
423
$261K 0.02%
5,012
+23
424
$260K 0.02%
5,876
-740
425
$259K 0.02%
1,102
+2
15 16
17
18 19