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
JXN icon
251
Jackson Financial
JXN
$6.96B
$780K 0.06%
9,304
-585
KRYS icon
252
Krystal Biotech
KRYS
$6.12B
$777K 0.06%
+4,307
ONEQ icon
253
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.34B
$767K 0.06%
11,266
-183
SDVY icon
254
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.72B
$765K 0.06%
22,847
-1,003
DHR icon
255
Danaher
DHR
$152B
$758K 0.06%
3,697
-5,082
SCHX icon
256
Schwab US Large- Cap ETF
SCHX
$62.1B
$748K 0.06%
33,890
+1,675
UPS icon
257
United Parcel Service
UPS
$80B
$746K 0.06%
6,784
-4,783
BSCQ icon
258
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$744K 0.06%
38,203
-1,774
ZETA icon
259
Zeta Global
ZETA
$4.11B
$736K 0.06%
54,296
-525
MP icon
260
MP Materials
MP
$10.1B
$721K 0.06%
29,518
+9,452
COP icon
261
ConocoPhillips
COP
$110B
$719K 0.06%
6,848
-8,070
AJG icon
262
Arthur J. Gallagher & Co
AJG
$63.7B
$711K 0.06%
2,061
+358
AMD icon
263
Advanced Micro Devices
AMD
$416B
$701K 0.06%
6,827
+374
ADBE icon
264
Adobe
ADBE
$142B
$700K 0.06%
1,826
+428
ORCL icon
265
Oracle
ORCL
$721B
$694K 0.06%
4,961
+23
VXUS icon
266
Vanguard Total International Stock ETF
VXUS
$107B
$693K 0.06%
11,164
+1,720
SBUX icon
267
Starbucks
SBUX
$90.8B
$693K 0.06%
7,064
-565
IBTG icon
268
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$691K 0.06%
30,114
-1,551
PLTR icon
269
Palantir
PLTR
$461B
$689K 0.06%
8,161
-3,487
SNPS icon
270
Synopsys
SNPS
$79.6B
$681K 0.06%
1,588
+353
GTLS icon
271
Chart Industries
GTLS
$8.96B
$680K 0.06%
4,711
-45
ORLY icon
272
O'Reilly Automotive
ORLY
$78.1B
$675K 0.05%
7,065
+615
NOW icon
273
ServiceNow
NOW
$187B
$671K 0.05%
842
+98
PLD icon
274
Prologis
PLD
$116B
$669K 0.05%
+5,987
ICLO icon
275
Invesco AAA CLO Floating Rate Note ETF
ICLO
$367M
$665K 0.05%
26,073
+6,170
9 10
11
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