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
UL icon
426
Unilever
UL
$149B
$263K 0.02%
4,420
-44
VIGI icon
427
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
$262K 0.02%
3,164
-75
FNDE icon
428
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8B
$262K 0.02%
+8,505
LNT icon
429
Alliant Energy
LNT
$17.1B
$262K 0.02%
+4,067
WES icon
430
Western Midstream Partners
WES
$15.3B
$261K 0.02%
+6,370
CB icon
431
Chubb
CB
$110B
$256K 0.02%
+849
IEV icon
432
iShares Europe ETF
IEV
$2.21B
$256K 0.02%
4,403
-1,084
IWS icon
433
iShares Russell Mid-Cap Value ETF
IWS
$14B
$255K 0.02%
2,025
-187
CGGR icon
434
Capital Group Growth ETF
CGGR
$16.7B
$255K 0.02%
+7,447
INTC icon
435
Intel
INTC
$188B
$255K 0.02%
11,215
-982
EAGG icon
436
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.17B
$254K 0.02%
+5,354
CHRD icon
437
Chord Energy
CHRD
$5.21B
$252K 0.02%
2,236
+29
CLSE icon
438
Convergence Long/Short Equity ETF
CLSE
$226M
$218K 0.02%
+10,110
SBLK icon
439
Star Bulk Carriers
SBLK
$2.09B
$204K 0.02%
13,111
+2,408
NXJ icon
440
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$524M
$190K 0.02%
16,168
EXTR icon
441
Extreme Networks
EXTR
$2.51B
$185K 0.02%
14,000
CLF icon
442
Cleveland-Cliffs
CLF
$6.76B
$174K 0.01%
21,211
+48
MUJ icon
443
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$626M
$173K 0.01%
15,406
FSI icon
444
Flexible Solutions
FSI
$112M
$144K 0.01%
28,460
SOUN icon
445
SoundHound AI
SOUN
$6.98B
$143K 0.01%
17,661
-2,200
ETW
446
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$986M
$142K 0.01%
17,250
PSEC icon
447
Prospect Capital
PSEC
$1.21B
$92.7K 0.01%
22,602
-679
PMM
448
Putnam Managed Municipal Income
PMM
$263M
$83.4K 0.01%
13,606
STKL
449
SunOpta
STKL
$617M
$83.3K 0.01%
17,146
ALDX icon
450
Aldeyra Therapeutics
ALDX
$314M
$75.7K 0.01%
13,167
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