RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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
+$6.72M
2
+$4.7M
3
+$3.92M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.55M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$2.99M

Top Sells

1
+$7.61M
2
+$5.79M
3
+$4.83M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.74M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.5M

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
– –
-103,659
505
– –
-6,216
506
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-70,552
507
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-241
508
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-2,624
509
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-10,777
510
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-5,130
511
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0
512
– –
-1,638
513
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-730
514
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-4,890
515
– –
-2,758
516
– –
-597
517
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-4,719
518
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-17,650
519
– –
-826
520
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-10,244
521
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-10,156
522
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-4,309
523
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-4,085
524
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-2,852
525
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-7,208
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