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
201
$468K 0.08%
20,060
-3,791
202
$467K 0.08%
19,458
-3,811
203
$467K 0.08%
4,609
-417
204
$457K 0.08%
+19,257
205
$455K 0.08%
6,981
+2
206
$454K 0.08%
+8,443
207
$452K 0.08%
8,426
+2,577
208
$447K 0.08%
10,365
209
$442K 0.08%
14,355
+2,201
210
$438K 0.08%
5,042
+231
211
$435K 0.08%
9,600
212
$432K 0.08%
+7,289
213
$430K 0.08%
6,624
+467
214
$421K 0.08%
+5,199
215
$420K 0.08%
5,224
+428
216
$419K 0.08%
16,425
+250
217
$417K 0.08%
+3,782
218
$416K 0.07%
20,486
+5,196
219
$404K 0.07%
9,164
+553
220
$400K 0.07%
5,043
-247
221
$393K 0.07%
4,472
+1,446
222
$390K 0.07%
17,795
-4,276
223
$386K 0.07%
15,301
+253
224
$381K 0.07%
6,867
+1,265
225
$379K 0.07%
12,967
7 8
9
10 11