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
101
$1.81M 0.33%
13,020
+1,307
102
$1.77M 0.32%
5,953
-96
103
$1.75M 0.31%
123,552
-900
104
$1.74M 0.31%
5,912
+271
105
$1.74M 0.31%
17,457
+855
106
$1.7M 0.31%
18,498
+1,063
107
$1.69M 0.3%
19,255
+3,206
108
$1.69M 0.3%
26,854
-45
109
$1.67M 0.3%
47,441
+1,200
110
$1.61M 0.29%
12,752
+228
111
$1.57M 0.28%
24,075
-939
112
$1.56M 0.28%
30,624
+800
113
$1.53M 0.28%
13,804
+501
114
$1.49M 0.27%
57,229
+6,520
115
$1.49M 0.27%
68,091
+3,628
116
$1.45M 0.26%
14,493
-27
117
$1.44M 0.26%
39,250
+21,058
118
$1.41M 0.25%
8,516
+716
119
$1.33M 0.24%
26,974
+3,961
120
$1.27M 0.23%
26,304
-52
121
$1.27M 0.23%
27,510
+486
122
$1.26M 0.23%
29,587
-2,349
123
$1.25M 0.22%
+43,880
124
$1.23M 0.22%
7,685
-608
125
$1.21M 0.22%
205,320
-480
3 4
5
6 7