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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
VRSK icon
376
Verisk Analytics
VRSK
$23.6B
$664K 0.04%
3,497
+1,181
CGCV
377
Capital Group Conservative Equity ETF
CGCV
$1.8B
$661K 0.04%
22,184
+2,644
RING icon
378
iShares MSCI Global Gold Miners ETF
RING
$2.63B
$656K 0.04%
8,309
-496
ETN icon
379
Eaton
ETN
$158B
$650K 0.04%
1,817
+33
EMLP icon
380
First Trust North American Energy Infrastructure Fund
EMLP
$3.99B
$649K 0.04%
14,875
-300
CB icon
381
Chubb
CB
$127B
$648K 0.04%
1,990
+129
F icon
382
Ford
F
$58.9B
$647K 0.04%
56,033
-2,984
ICLO icon
383
Invesco AAA CLO Floating Rate Note ETF
ICLO
$474M
$644K 0.04%
25,236
+2,298
GCOR icon
384
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$805M
$637K 0.04%
15,409
+267
GLW icon
385
Corning
GLW
$162B
$635K 0.04%
4,672
-675
NOBL icon
386
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$629K 0.04%
11,874
+78
FEX icon
387
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.6B
$624K 0.04%
5,114
+1
ITB icon
388
iShares US Home Construction ETF
ITB
$2.72B
$623K 0.04%
6,876
+48
CVSB icon
389
Calvert Ultra-Short Investment Grade ETF
CVSB
$208M
$620K 0.04%
+12,258
MDU icon
390
MDU Resources
MDU
$4.4B
$618K 0.04%
29,812
+8,020
UL icon
391
Unilever
UL
$127B
$618K 0.04%
10,841
+1,827
SCHF icon
392
Schwab International Equity ETF
SCHF
$67B
$614K 0.04%
24,789
+112
JVAL icon
393
JPMorgan US Value Factor ETF
JVAL
$808M
$608K 0.04%
12,441
+364
VEEV icon
394
Veeva Systems
VEEV
$26.3B
$608K 0.04%
3,459
+697
BG icon
395
Bunge Global
BG
$23.9B
$606K 0.04%
4,768
+982
FIW icon
396
First Trust Water ETF
FIW
$1.79B
$605K 0.03%
5,867
+224
BMRN icon
397
BioMarin Pharmaceuticals
BMRN
$10.8B
$598K 0.03%
+10,592
RKLB icon
398
Rocket Lab Corp
RKLB
$68.3B
$597K 0.03%
9,298
+3,598
FDL icon
399
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.45B
$589K 0.03%
11,603
-106
IXUS icon
400
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$585K 0.03%
6,753
-760
14 15
16
17 18