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
$1.33B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.66M
3
+$4.26M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.2M
5
MSFT icon
Microsoft
MSFT
+$2.18M

Top Sells

1
+$11.3M
2
+$4.02M
3
+$3.23M
4
EXPE icon
Expedia Group
EXPE
+$2.5M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.56M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.3%
3 Consumer Staples 4.13%
4 Financials 3.47%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMCG icon
226
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.13B
$1.05M 0.08%
13,037
+5,579
VTIP icon
227
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$1.04M 0.08%
20,665
-237
IWM icon
228
iShares Russell 2000 ETF
IWM
$69.5B
$1.04M 0.08%
4,808
-364
VOOV icon
229
Vanguard S&P 500 Value ETF
VOOV
$5.74B
$1.04M 0.08%
5,495
-129
APH icon
230
Amphenol
APH
$168B
$1.03M 0.08%
10,464
+905
COIN icon
231
Coinbase
COIN
$83.5B
$1.02M 0.08%
2,909
+84
TSLA icon
232
Tesla
TSLA
$1.5T
$1.02M 0.08%
3,205
-294
ORCL icon
233
Oracle
ORCL
$712B
$1.01M 0.08%
4,626
-335
AON icon
234
Aon
AON
$73.3B
$996K 0.07%
2,793
-3
FTHI icon
235
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.59B
$993K 0.07%
+43,477
SYY icon
236
Sysco
SYY
$34.9B
$990K 0.07%
13,065
-1,175
SHV icon
237
iShares Short Treasury Bond ETF
SHV
$20.7B
$984K 0.07%
8,908
-146
MP icon
238
MP Materials
MP
$9.84B
$981K 0.07%
29,493
-25
FI icon
239
Fiserv
FI
$34.4B
$973K 0.07%
5,644
+951
HEI icon
240
HEICO Corp
HEI
$43.8B
$972K 0.07%
+2,964
PM icon
241
Philip Morris
PM
$229B
$968K 0.07%
5,316
+1,256
VRTX icon
242
Vertex Pharmaceuticals
VRTX
$109B
$966K 0.07%
2,171
+366
MGEE icon
243
MGE Energy Inc
MGEE
$3.02B
$965K 0.07%
10,909
+55
UNH icon
244
UnitedHealth
UNH
$300B
$965K 0.07%
3,092
+1,567
ETR icon
245
Entergy
ETR
$43.1B
$949K 0.07%
11,415
+675
ALNY icon
246
Alnylam Pharmaceuticals
ALNY
$56.3B
$948K 0.07%
2,906
IJS icon
247
iShares S&P Small-Cap 600 Value ETF
IJS
$6.58B
$929K 0.07%
9,333
+99
ODFL icon
248
Old Dominion Freight Line
ODFL
$29.1B
$918K 0.07%
5,654
+518
SNPS icon
249
Synopsys
SNPS
$78.2B
$909K 0.07%
1,773
+185
IEI icon
250
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$897K 0.07%
7,536
-74
8 9
10
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