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
201
$1.03M 0.09%
6,370
-60
202
$1.02M 0.09%
8,563
-277
203
$1.02M 0.09%
2,586
+166
204
$1.02M 0.09%
8,050
-112
205
$1.01M 0.08%
+45,467
206
$983K 0.08%
19,894
-1,856
207
$972K 0.08%
9,339
-1,015
208
$959K 0.08%
13,223
+2,703
209
$947K 0.08%
3,848
+194
210
$943K 0.08%
14,660
+1,250
211
$939K 0.08%
26,354
+348
212
$912K 0.08%
34,813
+26,820
213
$905K 0.08%
10,756
+100
214
$864K 0.07%
14,233
+872
215
$863K 0.07%
31,976
+1,908
216
$860K 0.07%
34,384
-3,904
217
$850K 0.07%
4,026
+540
218
$850K 0.07%
13,424
+3,789
219
$839K 0.07%
4,538
-156
220
$833K 0.07%
1,565
+526
221
$827K 0.07%
10,456
+54
222
$799K 0.07%
27,131
+141
223
$798K 0.07%
34,586
+3,568
224
$798K 0.07%
14,235
+105
225
$784K 0.07%
7,910
+1,603
7 8
9
10 11