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
76
$2.29M 0.41%
84,881
-5,752
77
$2.26M 0.41%
76,507
-5,057
78
$2.26M 0.41%
42,677
-907
79
$2.21M 0.4%
35,402
+3,119
80
$2.18M 0.39%
6,347
-447
81
$2.15M 0.39%
15,307
-504
82
$2.14M 0.38%
14,480
+476
83
$2.11M 0.38%
19,254
-604
84
$2.11M 0.38%
18,516
+356
85
$2.11M 0.38%
32,120
-436
86
$2.08M 0.37%
19,806
-309
87
$2.07M 0.37%
22,271
-403
88
$2.05M 0.37%
25,186
+502
89
$2.04M 0.37%
156,033
-12,483
90
$1.99M 0.36%
32,702
-650
91
$1.99M 0.36%
21,177
-1,997
92
$1.98M 0.36%
14,384
+847
93
$1.93M 0.35%
11,597
-295
94
$1.91M 0.34%
40,190
-679
95
$1.91M 0.34%
29,373
-433
96
$1.9M 0.34%
13,203
+1,361
97
$1.88M 0.34%
13,890
+2,117
98
$1.87M 0.34%
23,474
-516
99
$1.86M 0.33%
13,579
+77
100
$1.85M 0.33%
18,900
+2,873
2 3
4
5 6