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
BFC icon
326
Bank First Corp
BFC
$1.2B
$499K 0.04%
4,950
SCHF icon
327
Schwab International Equity ETF
SCHF
$52.8B
$495K 0.04%
25,048
-2,815
SPLV icon
328
Invesco S&P 500 Low Volatility ETF
SPLV
$7.56B
$492K 0.04%
+6,585
USFR icon
329
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$492K 0.04%
+9,766
BLK icon
330
Blackrock
BLK
$166B
$491K 0.04%
519
-8
KLAC icon
331
KLA
KLAC
$160B
$489K 0.04%
719
+44
COIN icon
332
Coinbase
COIN
$89.1B
$487K 0.04%
2,825
+1,789
ESGE icon
333
iShares ESG Aware MSCI EM ETF
ESGE
$5.66B
$486K 0.04%
13,914
+304
FDL icon
334
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.63B
$485K 0.04%
11,173
MINT icon
335
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
$483K 0.04%
4,803
-153
DLR icon
336
Digital Realty Trust
DLR
$59.1B
$478K 0.04%
3,339
+959
NUE icon
337
Nucor
NUE
$34B
$459K 0.04%
3,817
+153
IGIB icon
338
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$457K 0.04%
8,702
-6,212
FNDF icon
339
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$455K 0.04%
12,601
+20
IQDF icon
340
FlexShares International Quality Dividend Index Fund
IQDF
$825M
$452K 0.04%
+18,141
STLD icon
341
Steel Dynamics
STLD
$22.8B
$450K 0.04%
3,596
-1,442
BNDX icon
342
Vanguard Total International Bond ETF
BNDX
$69.6B
$450K 0.04%
9,213
-1,148
O icon
343
Realty Income
O
$53.2B
$448K 0.04%
7,717
-192
CALM icon
344
Cal-Maine
CALM
$4.29B
$442K 0.04%
4,857
-84
CVS icon
345
CVS Health
CVS
$99.6B
$441K 0.04%
6,505
-319
BSCP icon
346
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$440K 0.04%
21,267
+3,947
AOA icon
347
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.65B
$439K 0.04%
5,735
+246
PI icon
348
Impinj
PI
$5.65B
$435K 0.04%
+4,792
MMM icon
349
3M
MMM
$86.2B
$428K 0.03%
2,913
-624
CAH icon
350
Cardinal Health
CAH
$45.2B
$427K 0.03%
3,099
+90
12 13
14
15 16