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
101
$3.16M 0.27%
17,751
+913
102
$3.16M 0.27%
19,410
-494
103
$3.15M 0.26%
14,313
+485
104
$3.15M 0.26%
109,856
105
$3.05M 0.26%
20,457
-187
106
$3.02M 0.25%
51,478
+1,412
107
$2.99M 0.25%
76,295
+6,758
108
$2.99M 0.25%
19,513
-763
109
$2.98M 0.25%
43,097
+6,491
110
$2.93M 0.25%
13,349
-281
111
$2.93M 0.25%
30,127
+102
112
$2.91M 0.24%
22,164
-1,100
113
$2.89M 0.24%
11,519
+523
114
$2.81M 0.24%
17,698
+100
115
$2.81M 0.24%
+117,982
116
$2.78M 0.23%
44,622
+263
117
$2.64M 0.22%
51,182
+4,969
118
$2.63M 0.22%
44,611
-110
119
$2.6M 0.22%
54,539
+1,725
120
$2.52M 0.21%
64,202
-2,257
121
$2.47M 0.21%
163,101
-14,000
122
$2.47M 0.21%
31,203
-6,119
123
$2.46M 0.21%
48,544
-4,488
124
$2.39M 0.2%
17,349
-944
125
$2.38M 0.2%
66,413
+14,964
3 4
5
6 7