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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
FDX icon
401
FedEx
FDX
$80.8B
$574K 0.03%
1,612
+127
VV icon
402
Vanguard Large-Cap ETF
VV
$53B
$568K 0.03%
1,901
-34
SGOV icon
403
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
$565K 0.03%
+5,612
STLD icon
404
Steel Dynamics
STLD
$39.3B
$563K 0.03%
3,127
+8
JAAA icon
405
Janus Henderson AAA CLO ETF
JAAA
$28.1B
$557K 0.03%
+11,048
UNH icon
406
UnitedHealth
UNH
$373B
$550K 0.03%
2,031
-2,536
SBUX icon
407
Starbucks
SBUX
$116B
$544K 0.03%
6,071
-473
C icon
408
Citigroup
C
$241B
$542K 0.03%
4,775
-6
XONE icon
409
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$762M
$540K 0.03%
10,904
-6,692
QCOM icon
410
Qualcomm
QCOM
$233B
$540K 0.03%
4,192
-105
IYR icon
411
iShares US Real Estate ETF
IYR
$4.66B
$540K 0.03%
5,706
+140
RIVN icon
412
Rivian
RIVN
$22.4B
$539K 0.03%
35,791
-1,476
MGK icon
413
Vanguard Mega Cap Growth ETF
MGK
$34B
$537K 0.03%
7,300
-21,365
FNDX icon
414
Schwab Fundamental US Large Company Index ETF
FNDX
$25.9B
$534K 0.03%
19,175
+1,059
MBWM icon
415
Mercantile Bank Corp
MBWM
$929M
$533K 0.03%
10,560
GS icon
416
Goldman Sachs
GS
$317B
$531K 0.03%
628
-8
ISPY icon
417
ProShares S&P 500 High Income ETF
ISPY
$1.29B
$526K 0.03%
12,142
EOT
418
Eaton Vance National Municipal Opportunities Trust
EOT
$271M
$526K 0.03%
30,702
+4,281
CGDG icon
419
Capital Group Dividend Growers ETF
CGDG
$5.15B
$526K 0.03%
14,638
+7,051
SPYV icon
420
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.4B
$522K 0.03%
9,231
-194
AOA icon
421
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.2B
$521K 0.03%
5,886
+399
DRS icon
422
Leonardo DRS
DRS
$12.5B
$519K 0.03%
+11,650
FXL icon
423
First Trust Technology AlphaDEX Fund
FXL
$1.74B
$516K 0.03%
3,250
PPA icon
424
Invesco Aerospace & Defense ETF
PPA
$8.27B
$515K 0.03%
3,108
+954
PSMT icon
425
Pricesmart
PSMT
$5.55B
$514K 0.03%
3,413
+305
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