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
26
$9.41M 0.79%
69,776
+1,182
27
$9.34M 0.78%
103,378
-642
28
$9.24M 0.77%
117,707
+50,159
29
$9.14M 0.77%
215,950
-20,200
30
$9.1M 0.76%
200,917
+4,472
31
$9.09M 0.76%
69,749
-1,925
32
$8.3M 0.7%
27,828
-233
33
$8.26M 0.69%
93,778
+6,507
34
$8.16M 0.68%
337,693
+19,465
35
$7.91M 0.66%
82,856
+2,057
36
$7.79M 0.65%
212,409
+9,069
37
$7.66M 0.64%
48,658
+1,746
38
$7.56M 0.63%
212,414
+2,159
39
$7.46M 0.63%
183,338
+2,585
40
$7.3M 0.61%
109,555
-76,086
41
$7.13M 0.6%
152,091
+1,734
42
$6.98M 0.59%
104,657
+2,235
43
$6.97M 0.58%
65,266
+1,289
44
$6.95M 0.58%
99,505
+311
45
$6.92M 0.58%
192,243
+99,806
46
$6.6M 0.55%
81,420
-7,342
47
$6.59M 0.55%
166,578
-2,496
48
$6.52M 0.55%
86,237
-18
49
$6.48M 0.54%
78,779
+2,915
50
$6.48M 0.54%
171,863
-506
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