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
76
$4.67M 0.39%
94,828
+5,202
77
$4.67M 0.39%
50,050
+1,835
78
$4.59M 0.38%
76,143
+1,895
79
$4.56M 0.38%
13,362
-200
80
$4.54M 0.38%
34,408
+4,419
81
$4.45M 0.37%
24,042
+1,061
82
$4.4M 0.37%
32,373
-7,056
83
$4.34M 0.36%
35,905
+2,668
84
$4.16M 0.35%
24,012
+1,354
85
$3.95M 0.33%
46,901
-1,062
86
$3.79M 0.32%
27,449
+2,188
87
$3.76M 0.32%
73,931
-2,315
88
$3.67M 0.31%
70,068
+2,538
89
$3.67M 0.31%
72,888
-1,105
90
$3.53M 0.3%
6,548
+287
91
$3.43M 0.29%
109,515
-2,739
92
$3.39M 0.28%
61,269
+11,472
93
$3.29M 0.28%
132,497
+115,827
94
$3.28M 0.28%
63,402
+1,491
95
$3.25M 0.27%
109,555
+5,171
96
$3.23M 0.27%
75,160
-2,286
97
$3.19M 0.27%
34,620
+3,206
98
$3.18M 0.27%
35,451
+2,058
99
$3.18M 0.27%
15,986
+252
100
$3.17M 0.27%
21,816
+1,266
2 3
4
5 6