We are live on ! Find out more
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
SNA icon
451
Snap-on
SNA
$20B
$456K 0.03%
1,254
SPIB icon
452
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$455K 0.03%
13,565
-3,379
GSK icon
453
GSK
GSK
$105B
$454K 0.03%
8,222
+942
MUNI icon
454
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$453K 0.03%
8,689
RYLD icon
455
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
$441K 0.03%
+29,475
WFC icon
456
Wells Fargo
WFC
$254B
$441K 0.03%
5,535
+16
NLR icon
457
VanEck Uranium + Nuclear Energy ETF
NLR
$4.64B
$437K 0.03%
3,280
+416
FELC icon
458
Fidelity Enhanced Large Cap Core ETF
FELC
$7.97B
$435K 0.03%
12,004
+321
FFLG icon
459
Fidelity Fundamental Large Cap Growth ETF
FFLG
$680M
$432K 0.02%
15,523
+6,396
AIQ icon
460
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
$431K 0.02%
9,244
-60
IWP icon
461
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$431K 0.02%
3,362
+261
GLDM icon
462
SPDR Gold MiniShares Trust
GLDM
$29.4B
$430K 0.02%
4,637
+1,329
SHLD icon
463
Global X Defense Tech ETF
SHLD
$7.54B
$424K 0.02%
5,980
+1,257
FELG icon
464
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.74B
$421K 0.02%
11,217
+6
JCPB icon
465
JPMorgan Core Plus Bond ETF
JCPB
$12.9B
$420K 0.02%
8,918
+1,199
HYGV icon
466
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.09B
$420K 0.02%
10,480
-11,091
PWR icon
467
Quanta Services
PWR
$109B
$418K 0.02%
762
+9
IETC icon
468
iShares US Tech Independence Focused ETF
IETC
$797M
$416K 0.02%
4,705
+429
ESGD icon
469
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.6B
$415K 0.02%
4,342
+18
DFAC icon
470
Dimensional US Core Equity 2 ETF
DFAC
$47.2B
$412K 0.02%
10,600
RPV icon
471
Invesco S&P 500 Pure Value ETF
RPV
$1.87B
$411K 0.02%
3,826
+137
WDAY icon
472
Workday
WDAY
$32B
$410K 0.02%
3,152
+1,451
INTC icon
473
Intel
INTC
$643B
$409K 0.02%
9,274
+2,249
MMM icon
474
3M
MMM
$82.5B
$409K 0.02%
2,813
-404
DMXF icon
475
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.19B
$408K 0.02%
+5,411
17 18
19
20 21