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
176
$603K 0.11%
20,438
-82
177
$594K 0.11%
10,678
-107
178
$587K 0.11%
13,326
+3,864
179
$586K 0.11%
39,035
-5,946
180
$584K 0.11%
4,555
+425
181
$582K 0.1%
2,667
-175
182
$576K 0.1%
7,931
+928
183
$571K 0.1%
28,503
+7,386
184
$569K 0.1%
2,359
-133
185
$560K 0.1%
29,654
-5,565
186
$545K 0.1%
4,760
-83
187
$537K 0.1%
15,585
-400
188
$537K 0.1%
25,385
+5,205
189
$536K 0.1%
5,763
+197
190
$528K 0.1%
11,997
-1,864
191
$519K 0.09%
31,731
+2,326
192
$498K 0.09%
15,284
+285
193
$494K 0.09%
9,840
+197
194
$489K 0.09%
2,304
+710
195
$488K 0.09%
12,383
-2,803
196
$487K 0.09%
1,631
+8
197
$475K 0.09%
+2,064
198
$474K 0.09%
12,400
-700
199
$472K 0.08%
7,825
-21
200
$470K 0.08%
4,613
-55
6 7
8
9 10