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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
PI icon
426
Impinj
PI
$4.16B
$511K 0.03%
4,974
+277
VRT icon
427
Vertiv
VRT
$120B
$510K 0.03%
2,037
-53
SPHD icon
428
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.33B
$507K 0.03%
10,229
+100
WPM icon
429
Wheaton Precious Metals
WPM
$56.3B
$506K 0.03%
3,864
-37
SPDW icon
430
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$503K 0.03%
+11,016
USIG icon
431
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$503K 0.03%
9,816
+86
ANET icon
432
Arista Networks
ANET
$213B
$501K 0.03%
4,078
+25
BLK icon
433
Blackrock
BLK
$162B
$497K 0.03%
517
+1
MAGS icon
434
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.71B
$494K 0.03%
8,524
+126
BPRE
435
Bluerock Private Real Estate Fund
BPRE
$487K 0.03%
29,317
-4,928
CGGO icon
436
Capital Group Global Growth Equity ETF
CGGO
$11.6B
$487K 0.03%
+14,583
ACVF icon
437
American Conservative Values ETF
ACVF
$153M
$483K 0.03%
10,148
FITB
438
Fifth Third Bancorp
FITB
$48B
$482K 0.03%
10,370
+1,921
FNDF icon
439
Schwab Fundamental International Large Company Index ETF
FNDF
$24.6B
$480K 0.03%
9,811
-90
DVYE icon
440
iShares Emerging Markets Dividend ETF
DVYE
$1.27B
$476K 0.03%
13,842
+2,055
NKE icon
441
Nike
NKE
$66.9B
$476K 0.03%
9,009
-1,171
EVUS icon
442
iShares ESG Aware MSCI USA Value ETF
EVUS
$324M
$476K 0.03%
14,940
-2,662
TDTF icon
443
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.03B
$472K 0.03%
19,585
-753
HYDB icon
444
iShares High Yield Systematic Bond ETF
HYDB
$1.64B
$472K 0.03%
10,139
-5,266
SUSC icon
445
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$471K 0.03%
20,358
-1,115
CAH icon
446
Cardinal Health
CAH
$53B
$468K 0.03%
2,213
-1,101
LMUB
447
iShares Long-Term National Muni Bond ETF
LMUB
$1.64B
$467K 0.03%
+9,360
NUE icon
448
Nucor
NUE
$59.1B
$466K 0.03%
2,758
-30
DBEF icon
449
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.95B
$462K 0.03%
+9,351
DGRO icon
450
iShares Core Dividend Growth ETF
DGRO
$40.9B
$460K 0.03%
6,553
+730
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