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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
MRSH
326
Marsh
MRSH
$80.1B
$838K 0.05%
4,832
+596
EWJ icon
327
iShares MSCI Japan ETF
EWJ
$22.1B
$832K 0.05%
9,849
+1,750
ZETA icon
328
Zeta Global
ZETA
$4.93B
$820K 0.05%
51,530
-1,134
ITOT icon
329
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$820K 0.05%
5,754
-117
ORLY icon
330
O'Reilly Automotive
ORLY
$74.8B
$816K 0.05%
8,844
+63
DIA icon
331
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$815K 0.05%
1,759
-88
NVS icon
332
Novartis
NVS
$289B
$813K 0.05%
5,322
+272
UPS icon
333
United Parcel Service
UPS
$92.5B
$812K 0.05%
8,256
+578
WEC icon
334
WEC Energy
WEC
$37.1B
$810K 0.05%
6,996
-49
DIVI icon
335
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.56B
$798K 0.05%
20,045
-176
ARKK icon
336
ARK Innovation ETF
ARKK
$7.05B
$798K 0.05%
11,801
-872
SPHY icon
337
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$795K 0.05%
34,107
-10,500
SYY icon
338
Sysco
SYY
$38.1B
$789K 0.05%
11,060
-886
SYSB
339
iShares Systematic Bond ETF
SYSB
$1.14B
$787K 0.05%
8,848
+277
AGNC icon
340
AGNC Investment
AGNC
$12B
$787K 0.05%
78,430
-8,060
XLB icon
341
State Street Materials Select Sector SPDR ETF
XLB
$8.11B
$785K 0.05%
+15,718
CGGR icon
342
Capital Group Growth ETF
CGGR
$24.2B
$778K 0.04%
19,368
+5,489
JXN icon
343
Jackson Financial
JXN
$7.65B
$775K 0.04%
7,329
-13
SOXX icon
344
iShares Semiconductor ETF
SOXX
$45.6B
$772K 0.04%
2,349
+562
ICSH icon
345
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.63B
$770K 0.04%
15,207
-1,087
SNY icon
346
Sanofi
SNY
$105B
$769K 0.04%
15,971
+3,900
BTI icon
347
British American Tobacco
BTI
$132B
$769K 0.04%
13,152
+904
USXF icon
348
iShares ESG Advanced MSCI USA ETF
USXF
$1.45B
$765K 0.04%
13,866
-435
JPST icon
349
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$763K 0.04%
15,070
-1,379
VGK icon
350
Vanguard FTSE Europe ETF
VGK
$30.4B
$758K 0.04%
9,199
+2,087
12 13
14
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