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
451
$237K 0.02%
3,635
452
$237K 0.02%
8,354
453
$236K 0.02%
2,149
-97
454
$236K 0.02%
+2,271
455
$235K 0.02%
+9,936
456
$234K 0.02%
+7,238
457
$232K 0.02%
1,515
+53
458
$232K 0.02%
4,917
+130
459
$232K 0.02%
2,627
+41
460
$227K 0.02%
5,300
-1,250
461
$223K 0.02%
1,110
-225
462
$222K 0.02%
2,668
-964
463
$217K 0.02%
433
+4
464
$216K 0.02%
+2,240
465
$216K 0.02%
1,102
-364
466
$215K 0.02%
2,775
-530
467
$215K 0.02%
+573
468
$214K 0.02%
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469
$213K 0.02%
2,220
+60
470
$212K 0.02%
5,999
+2
471
$210K 0.02%
4,050
-134
472
$208K 0.02%
+1,700
473
$208K 0.02%
5,607
-900
474
$206K 0.02%
+2,760
475
$203K 0.02%
4,624
17 18
19
20 21