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
151
$1.88M 0.16%
6,825
-86
152
$1.8M 0.15%
18,065
+318
153
$1.77M 0.15%
30,059
-1,030
154
$1.76M 0.15%
17,009
-2,332
155
$1.74M 0.15%
12,256
+4,053
156
$1.74M 0.15%
36,949
+8,735
157
$1.72M 0.14%
31,485
-1,076
158
$1.71M 0.14%
26,152
+7,879
159
$1.68M 0.14%
15,210
+2,839
160
$1.62M 0.14%
14,264
-145
161
$1.6M 0.13%
13,905
+937
162
$1.56M 0.13%
8,958
+2,376
163
$1.53M 0.13%
+33,225
164
$1.53M 0.13%
17,167
-814
165
$1.53M 0.13%
3,255
+473
166
$1.52M 0.13%
9,176
+117
167
$1.52M 0.13%
20,454
+1,050
168
$1.51M 0.13%
11,383
+3,053
169
$1.49M 0.13%
39,047
-71,191
170
$1.49M 0.12%
32,345
-1,215
171
$1.48M 0.12%
51,712
-358
172
$1.48M 0.12%
57,030
+812
173
$1.48M 0.12%
8,996
-298
174
$1.45M 0.12%
7,014
+224
175
$1.44M 0.12%
5,010
+598
5 6
7
8 9