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
126
$2.38M 0.2%
21,751
+1,430
127
$2.34M 0.2%
8,958
+870
128
$2.3M 0.19%
35,628
+1,357
129
$2.27M 0.19%
20,571
-637
130
$2.25M 0.19%
11,996
+2,655
131
$2.25M 0.19%
12,123
-433
132
$2.23M 0.19%
15,004
+149
133
$2.22M 0.19%
22,032
-81
134
$2.19M 0.18%
26,190
+5,059
135
$2.17M 0.18%
20,416
-72,597
136
$2.16M 0.18%
125,386
+9,652
137
$2.12M 0.18%
27,065
+2,768
138
$2.11M 0.18%
68,036
+8,538
139
$2.1M 0.18%
78,787
-2,397
140
$2.07M 0.17%
19,281
+20
141
$2.02M 0.17%
15,126
+705
142
$2.02M 0.17%
8,520
+32
143
$2.01M 0.17%
18,212
-11,613
144
$2M 0.17%
37,164
+1,859
145
$1.98M 0.17%
8,763
+221
146
$1.98M 0.17%
+18,069
147
$1.98M 0.17%
20,707
-5,194
148
$1.97M 0.17%
24,321
+5,137
149
$1.96M 0.16%
27,963
+48
150
$1.96M 0.16%
+51,676
4 5
6
7 8