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
151
$780K 0.14%
17,037
+569
152
$779K 0.14%
13,400
-68
153
$776K 0.14%
19,677
-805
154
$774K 0.14%
83,237
+20,995
155
$769K 0.14%
8,986
-7,623
156
$763K 0.14%
18,205
+990
157
$759K 0.14%
8,752
+568
158
$740K 0.13%
10,662
+688
159
$731K 0.13%
5,115
-930
160
$718K 0.13%
6,160
+1,774
161
$716K 0.13%
12,193
+281
162
$713K 0.13%
13,269
+2,092
163
$711K 0.13%
10,620
+1,780
164
$679K 0.12%
12,073
+125
165
$677K 0.12%
2,303
+2
166
$670K 0.12%
5,592
+221
167
$662K 0.12%
+37,116
168
$659K 0.12%
25,500
-2,514
169
$647K 0.12%
4,976
-17
170
$635K 0.11%
9,912
+2,054
171
$635K 0.11%
6,568
+844
172
$630K 0.11%
42,612
-7,669
173
$613K 0.11%
+19,506
174
$613K 0.11%
10,374
+72
175
$609K 0.11%
13,495
-606
5 6
7
8 9