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
51
$3.17M 0.57%
26,566
+907
52
$3.14M 0.56%
52,340
+45
53
$3.11M 0.56%
49,637
-661
54
$2.84M 0.51%
44,193
+331
55
$2.8M 0.5%
13,655
+113
56
$2.77M 0.5%
21,591
-1,227
57
$2.7M 0.49%
50,993
+5,118
58
$2.68M 0.48%
36,096
-6,977
59
$2.63M 0.47%
52,611
+1,180
60
$2.6M 0.47%
48,642
-425
61
$2.6M 0.47%
14,577
-417
62
$2.57M 0.46%
15,515
-215
63
$2.55M 0.46%
27,048
-181
64
$2.54M 0.46%
41,532
-6,522
65
$2.53M 0.46%
23,124
+853
66
$2.51M 0.45%
14,737
+262
67
$2.5M 0.45%
47,752
-1,990
68
$2.4M 0.43%
15,654
+261
69
$2.38M 0.43%
38,841
+3,430
70
$2.35M 0.42%
4,672
-136
71
$2.35M 0.42%
59,217
-2,010
72
$2.33M 0.42%
13,355
-356
73
$2.32M 0.42%
91,422
+3,815
74
$2.32M 0.42%
15,704
-181
75
$2.3M 0.41%
14,133
-326
1 2
3
4 5