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
176
$1.42M 0.12%
2,960
+53
177
$1.42M 0.12%
63,315
+9,951
178
$1.39M 0.12%
19,712
+1,799
179
$1.39M 0.12%
7,732
+749
180
$1.35M 0.11%
4,340
+137
181
$1.35M 0.11%
75,854
+3,055
182
$1.33M 0.11%
17,245
183
$1.32M 0.11%
21,978
+243
184
$1.31M 0.11%
17,345
-1,167
185
$1.3M 0.11%
15,020
+2,630
186
$1.27M 0.11%
20,836
+4,100
187
$1.27M 0.11%
8,622
-929
188
$1.26M 0.11%
27,307
-1,034
189
$1.24M 0.1%
12,075
-2,176
190
$1.22M 0.1%
29,792
+1,646
191
$1.22M 0.1%
16,487
+5,969
192
$1.2M 0.1%
52,539
-2,072
193
$1.2M 0.1%
62,791
-3,097
194
$1.19M 0.1%
10,486
+52
195
$1.19M 0.1%
10,350
+97
196
$1.17M 0.1%
25,866
-578
197
$1.15M 0.1%
13,298
+3,255
198
$1.09M 0.09%
9,981
-274
199
$1.05M 0.09%
16,792
+53
200
$1.04M 0.09%
8,747
-194
6 7
8
9 10