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
$1.24B
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.03M
3
+$3.36M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.34M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$3.19M

Top Sells

1
+$7.73M
2
+$5.93M
3
+$4.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.9M

Sector Composition

1 Technology 8.28%
2 Healthcare 4.73%
3 Consumer Staples 4.4%
4 Financials 3.64%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
226
Vanguard Value ETF
VTV
$146B
$954K 0.08%
5,525
-3,137
MET icon
227
MetLife
MET
$52.6B
$947K 0.08%
11,799
-64
EFA icon
228
iShares MSCI EAFE ETF
EFA
$67.8B
$945K 0.08%
11,556
-5,429
IDV icon
229
iShares International Select Dividend ETF
IDV
$5.96B
$943K 0.08%
30,386
-201
JPST icon
230
JPMorgan Ultra-Short Income ETF
JPST
$34B
$936K 0.08%
18,491
+3,107
ETR icon
231
Entergy
ETR
$43B
$918K 0.07%
10,740
-11,600
SPG icon
232
Simon Property Group
SPG
$59.7B
$910K 0.07%
5,481
-552
TSLA icon
233
Tesla
TSLA
$1.52T
$907K 0.07%
3,499
-1,350
NFLX icon
234
Netflix
NFLX
$465B
$903K 0.07%
968
-81
IJS icon
235
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$900K 0.07%
9,234
+438
IEI icon
236
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$899K 0.07%
7,610
-840
PULS icon
237
PGIM Ultra Short Bond ETF
PULS
$12.5B
$895K 0.07%
17,994
+2,499
BUFQ icon
238
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.08B
$884K 0.07%
29,615
+6,555
VRTX icon
239
Vertex Pharmaceuticals
VRTX
$108B
$875K 0.07%
1,805
+4
CYBR icon
240
CyberArk
CYBR
$25.9B
$851K 0.07%
2,517
-505
ODFL icon
241
Old Dominion Freight Line
ODFL
$29.1B
$850K 0.07%
5,136
-5,709
ICSH icon
242
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.37B
$822K 0.07%
16,219
-606
VGT icon
243
Vanguard Information Technology ETF
VGT
$113B
$817K 0.07%
1,506
+198
PSX icon
244
Phillips 66
PSX
$54.4B
$809K 0.07%
6,550
+741
IYH icon
245
iShares US Healthcare ETF
IYH
$2.94B
$809K 0.07%
13,280
-732
MA icon
246
Mastercard
MA
$496B
$805K 0.07%
1,469
-332
SCHQ icon
247
Schwab Long-Term US Treasury ETF
SCHQ
$827M
$803K 0.06%
+24,498
ABT icon
248
Abbott
ABT
$217B
$802K 0.06%
6,046
-2,674
UNH icon
249
UnitedHealth
UNH
$303B
$798K 0.06%
1,525
-738
ALNY icon
250
Alnylam Pharmaceuticals
ALNY
$56.7B
$785K 0.06%
2,906
-252
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