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RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.55M
3
+$6.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.9M
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$5.82M

Top Sells

1
+$13M
2
+$4.84M
3
+$3.72M
4
IAU icon
iShares Gold Trust
IAU
+$3M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.52M

Sector Composition

1 Technology 7.77%
2 Healthcare 4.93%
3 Consumer Staples 3.89%
4 Financials 3.12%
5 Energy 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
226
Amgen
AMGN
$189B
$1.56M 0.09%
4,430
-579
SPYI icon
227
NEOS S&P 500 High Income ETF
SPYI
$10.2B
$1.55M 0.09%
+31,462
DVY icon
228
iShares Select Dividend ETF
DVY
$22.7B
$1.55M 0.09%
10,232
-897
LCTU icon
229
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.49B
$1.54M 0.09%
21,975
-2,515
OKE icon
230
Oneok
OKE
$55.1B
$1.52M 0.09%
16,833
+3,010
GE icon
231
GE Aerospace
GE
$357B
$1.5M 0.09%
5,288
+1,646
MS icon
232
Morgan Stanley
MS
$344B
$1.47M 0.08%
8,941
+224
AAAU icon
233
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.62B
$1.45M 0.08%
31,417
-15,657
IWM icon
234
iShares Russell 2000 ETF
IWM
$80.9B
$1.44M 0.08%
5,809
+365
VGT icon
235
Vanguard Information Technology ETF
VGT
$147B
$1.44M 0.08%
16,512
-480
CAT icon
236
Caterpillar
CAT
$430B
$1.43M 0.08%
2,019
-23
ORCL icon
237
Oracle
ORCL
$554B
$1.41M 0.08%
9,553
+857
VOOV icon
238
Vanguard S&P 500 Value ETF
VOOV
$6.51B
$1.4M 0.08%
6,855
+839
MAR icon
239
Marriott International
MAR
$106B
$1.38M 0.08%
+4,227
FTHI icon
240
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.31B
$1.36M 0.08%
59,224
+3,543
IGIB icon
241
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$1.36M 0.08%
25,479
+11,424
CRWD icon
242
CrowdStrike
CRWD
$176B
$1.34M 0.08%
3,422
-655
DIS icon
243
Walt Disney
DIS
$177B
$1.33M 0.08%
13,814
-295
VBK icon
244
Vanguard Small-Cap Growth ETF
VBK
$24B
$1.31M 0.08%
4,350
+310
EQWL icon
245
Invesco S&P 100 Equal Weight ETF
EQWL
$2.65B
$1.31M 0.08%
11,365
-136
EXPE icon
246
Expedia Group
EXPE
$28.4B
$1.3M 0.08%
5,632
+456
SPSM icon
247
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$1.29M 0.07%
26,670
+164
APH icon
248
Amphenol
APH
$195B
$1.28M 0.07%
10,110
+177
UPSD
249
Aptus Large Cap Upside ETF
UPSD
$112M
$1.27M 0.07%
49,992
+1,659
PRU icon
250
Prudential Financial
PRU
$37.8B
$1.24M 0.07%
12,734
-250
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