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
1
$70.3M 5.89%
157,723
+1,151
2
$26.3M 2.2%
135,380
-1,666
3
$22.9M 1.92%
61,870
-877
4
$22.9M 1.92%
233,596
-480
5
$22.3M 1.87%
65,562
+549
6
$21.5M 1.81%
398,253
-43,528
7
$20M 1.67%
824,856
+281,277
8
$18.4M 1.54%
41,518
+754
9
$17M 1.43%
157,271
-759
10
$15.9M 1.33%
211,995
-1,102
11
$15.3M 1.28%
494,152
+27,696
12
$14.6M 1.23%
108,651
-1,807
13
$14.4M 1.21%
50,970
+1,978
14
$14.2M 1.19%
93,696
+528
15
$13.8M 1.16%
83,606
+2,853
16
$12.6M 1.06%
30,948
+264
17
$12.4M 1.04%
272,845
+4,757
18
$12.1M 1.01%
262,069
-6,214
19
$12M 1.01%
73,996
-1,470
20
$11.4M 0.95%
130,218
-5,676
21
$11.2M 0.94%
123,340
+54,579
22
$10.8M 0.9%
108,238
+2,743
23
$10.8M 0.9%
257,569
+60,482
24
$10.1M 0.84%
159,325
+8,547
25
$9.75M 0.82%
252,396
+8,900
1
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