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
$554M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.05M
3
+$1.25M
4
OUSA icon
ALPS O'Shares US Quality Dividend ETF
OUSA
+$771K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$662K

Top Sells

1
+$1.74M
2
+$1.52M
3
+$1.28M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$886K
5
SYY icon
Sysco
SYY
+$652K

Sector Composition

1 Healthcare 8.4%
2 Technology 7.45%
3 Consumer Staples 6.45%
4 Industrials 4.64%
5 Utilities 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.85%
32,835
-2,004
27
$4.72M 0.85%
92,639
+6,378
28
$4.67M 0.84%
66,986
+29,313
29
$4.64M 0.83%
40,901
-138
30
$4.55M 0.82%
80,596
+3,865
31
$4.18M 0.75%
69,899
+1,249
32
$3.98M 0.72%
20,157
-350
33
$3.97M 0.71%
18,675
+2,409
34
$3.87M 0.7%
32,101
+320
35
$3.7M 0.67%
32,513
+426
36
$3.7M 0.67%
40,590
-2,529
37
$3.65M 0.66%
26,246
-210
38
$3.61M 0.65%
65,150
+1,036
39
$3.45M 0.62%
53,165
+1,202
40
$3.44M 0.62%
21,008
+3,621
41
$3.39M 0.61%
107,751
42
$3.36M 0.6%
81,580
+1,705
43
$3.32M 0.6%
95,039
+6,440
44
$3.29M 0.59%
29,232
+1,893
45
$3.25M 0.58%
35,180
+120
46
$3.25M 0.58%
20,437
+713
47
$3.23M 0.58%
49,500
+8,671
48
$3.23M 0.58%
102,182
+3,796
49
$3.21M 0.58%
49,496
+10
50
$3.18M 0.57%
22,227
+1,270
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