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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
IJS icon
276
iShares S&P Small-Cap 600 Value ETF
IJS
$7.96B
$1.09M 0.06%
9,196
+267
CMCSA icon
277
Comcast
CMCSA
$85.6B
$1.09M 0.06%
37,887
+27,847
FXO icon
278
First Trust Financials AlphaDEX Fund
FXO
$1.05B
$1.08M 0.06%
19,155
NOW icon
279
ServiceNow
NOW
$107B
$1.08M 0.06%
10,286
+3,660
LVHI icon
280
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.96B
$1.07M 0.06%
26,366
-1,877
IGE icon
281
iShares North American Natural Resources ETF
IGE
$774M
$1.05M 0.06%
+16,635
KRYS icon
282
Krystal Biotech
KRYS
$9.57B
$1.05M 0.06%
4,050
-310
CEF icon
283
Sprott Physical Gold and Silver Trust
CEF
$8.33B
$1.05M 0.06%
21,914
+1,968
ACN icon
284
Accenture
ACN
$102B
$1.04M 0.06%
5,258
+68
BMY icon
285
Bristol-Myers Squibb
BMY
$115B
$1.03M 0.06%
16,975
+4,701
HPE.PRC
286
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$3.77B
$1.02M 0.06%
15,810
+1,689
NFG icon
287
National Fuel Gas
NFG
$7.3B
$1.02M 0.06%
10,839
+3,365
QMAR icon
288
FT Vest Growth-100 Buffer ETF March
QMAR
$558M
$1.02M 0.06%
30,200
-2,525
IWB icon
289
iShares Russell 1000 ETF
IWB
$48.6B
$1.01M 0.06%
2,837
+50
FMDE icon
290
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.21B
$1M 0.06%
27,925
-804
XTL icon
291
State Street SPDR S&P Telecom ETF
XTL
$896M
$996K 0.06%
+5,298
MP icon
292
MP Materials
MP
$10.4B
$994K 0.06%
20,596
-248
HEI icon
293
HEICO Corp
HEI
$47B
$978K 0.06%
3,567
+450
JUCY icon
294
Aptus Enhanced Yield ETF
JUCY
$249M
$976K 0.06%
44,054
+1,462
DHR icon
295
Danaher
DHR
$128B
$971K 0.06%
5,119
+222
KKR.PRD
296
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.15B
$958K 0.06%
23,822
+6,673
NFLX icon
297
Netflix
NFLX
$344B
$958K 0.06%
9,963
-571
FDVV icon
298
Fidelity High Dividend ETF
FDVV
$9.85B
$946K 0.05%
17,121
+1,463
AJG icon
299
Arthur J. Gallagher & Co
AJG
$55.4B
$942K 0.05%
4,347
+1,218
FTSM icon
300
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$941K 0.05%
+15,749
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12
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