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
501
$27K ﹤0.01%
3,715
-1,484
502
$11.1K ﹤0.01%
275
503
$4.68K ﹤0.01%
21,377
504
– –
-4,719
505
– –
-9,459
506
– –
-6,216
507
– –
-70,552
508
– –
-482
509
– –
-2,683
510
– –
-4,131
511
– –
-26,237
512
– –
-10,777
513
– –
-5,130
514
– –
0
515
– –
-1,638
516
– –
-730
517
– –
-4,890
518
– –
-103,659
519
– –
-2,758
520
– –
-597
521
– –
0
522
– –
-69,901
523
– –
-4,591
524
– –
-17,650
525
– –
-826
18 19 20
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