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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
MOAT icon
351
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$758K 0.04%
7,834
+608
BA icon
352
Boeing
BA
$180B
$757K 0.04%
3,803
-160
TAK icon
353
Takeda Pharmaceutical
TAK
$49.8B
$756K 0.04%
40,802
+12,104
PULS icon
354
PGIM Ultra Short Bond ETF
PULS
$17.1B
$755K 0.04%
15,248
+143
HEGD icon
355
Swan Hedged Equity US Large Cap ETF
HEGD
$698M
$753K 0.04%
+30,476
QQXT icon
356
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$178M
$751K 0.04%
7,690
-515
CGBL icon
357
Capital Group Core Balanced ETF
CGBL
$6.8B
$746K 0.04%
21,674
+6,463
TRPA
358
Hartford AAA CLO ETF
TRPA
$99.4M
$738K 0.04%
19,042
-6,222
AIRR icon
359
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.8B
$738K 0.04%
6,657
+698
MET icon
360
MetLife
MET
$56.4B
$730K 0.04%
10,324
-246
NTRA icon
361
Natera
NTRA
$31.1B
$725K 0.04%
3,627
-14
IYH icon
362
iShares US Healthcare ETF
IYH
$3.13B
$724K 0.04%
11,748
-276
TIP icon
363
iShares TIPS Bond ETF
TIP
$14.9B
$724K 0.04%
6,559
+55
BNDX icon
364
Vanguard Total International Bond ETF
BNDX
$82.1B
$720K 0.04%
14,991
+1,040
ESGE icon
365
iShares ESG Aware MSCI EM ETF
ESGE
$7B
$719K 0.04%
15,814
-2,602
FDIS icon
366
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.7B
$718K 0.04%
7,696
-1,905
MOS icon
367
The Mosaic Company
MOS
$7.16B
$717K 0.04%
28,135
+11,275
IMCG icon
368
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.91B
$705K 0.04%
8,947
+707
VLUE icon
369
iShares MSCI USA Value Factor ETF
VLUE
$14.6B
$696K 0.04%
+4,893
BE icon
370
Bloom Energy
BE
$78.1B
$686K 0.04%
+5,062
COIN icon
371
Coinbase
COIN
$44.7B
$682K 0.04%
3,907
+389
O icon
372
Realty Income
O
$57.9B
$679K 0.04%
11,100
+2,799
FXH icon
373
First Trust Health Care AlphaDEX Fund
FXH
$893M
$678K 0.04%
6,180
SCHQ
374
Schwab Long-Term US Treasury ETF
SCHQ
$747M
$673K 0.04%
21,400
-8,826
BFC icon
375
Bank First Corp
BFC
$1.6B
$669K 0.04%
4,950
13 14
15
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