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
51
$6.37M 0.53%
58,783
-15,701
52
$6.32M 0.53%
28,679
+1,053
53
$6.31M 0.53%
395,874
+27,818
54
$6.29M 0.53%
274,468
+16,191
55
$5.94M 0.5%
75,221
+5,554
56
$5.93M 0.5%
371,237
+150,824
57
$5.87M 0.49%
199,740
-390
58
$5.57M 0.47%
196,609
+3,009
59
$5.52M 0.46%
56,597
-605
60
$5.51M 0.46%
26,773
-526
61
$5.5M 0.46%
147,940
+3,201
62
$5.5M 0.46%
60,854
-3,098
63
$5.4M 0.45%
72,643
-5,033
64
$5.3M 0.44%
257,353
+133,412
65
$5.26M 0.44%
100,510
+3,500
66
$5.21M 0.44%
43,509
-1,675
67
$5.2M 0.44%
53,107
+3,521
68
$5.13M 0.43%
76,030
+3,189
69
$5.12M 0.43%
148,846
+6,778
70
$5.1M 0.43%
36,823
+819
71
$4.98M 0.42%
45,772
+509
72
$4.98M 0.42%
101,717
+234
73
$4.97M 0.42%
43,146
+2,628
74
$4.96M 0.42%
59,374
+1,114
75
$4.7M 0.39%
102,703
+6,842
1 2
3
4 5