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
476
$203K 0.02%
+1,336
477
$203K 0.02%
1,211
-1,978
478
$202K 0.02%
3,449
-75
479
$201K 0.02%
4,699
480
$201K 0.02%
+3,504
481
$201K 0.02%
+482
482
$200K 0.02%
+1,364
483
$196K 0.02%
61,772
-28,315
484
$196K 0.02%
+11,050
485
$194K 0.02%
14,000
486
$184K 0.02%
+10,841
487
$172K 0.01%
20,892
-255
488
$159K 0.01%
+6,180
489
$133K 0.01%
21,452
+490
490
$97.1K 0.01%
13,450
-775
491
$85.7K 0.01%
1,891
+4
492
$82.9K 0.01%
+13,606
493
$76K 0.01%
28,460
494
$68.8K 0.01%
19,168
+5,134
495
$61.8K 0.01%
13,350
496
$59.9K 0.01%
18,839
-434
497
$58K ﹤0.01%
11,892
-10,000
498
$40.2K ﹤0.01%
10,823
499
$37.2K ﹤0.01%
10,500
500
$36.3K ﹤0.01%
19,221
-15,000
18 19
20
21 22