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
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$110B
$12.4M 0.71%
57,460
-1,066
VZ icon
27
Verizon
VZ
$197B
$11.4M 0.66%
227,786
+18,208
MUB icon
28
iShares National Muni Bond ETF
MUB
$45.2B
$11M 0.64%
103,778
+9,446
PWB icon
29
Invesco Large Cap Growth ETF
PWB
$2.29B
$10.9M 0.63%
86,807
-866
PFE icon
30
Pfizer
PFE
$148B
$10.9M 0.63%
387,317
+20,784
PG icon
31
Procter & Gamble
PG
$350B
$10.7M 0.62%
73,903
+68
BUFR icon
32
FT Vest Fund of Buffer ETFs
BUFR
$9.72B
$10.7M 0.62%
315,475
+18,932
FV icon
33
First Trust Dorsey Wright Focus 5 ETF
FV
$3.84B
$10.5M 0.61%
173,870
+4,441
T icon
34
AT&T
T
$162B
$10.4M 0.6%
359,834
+13,913
GSLC icon
35
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$10.2M 0.59%
81,641
-13,793
WMT icon
36
Walmart Inc
WMT
$961B
$9.97M 0.58%
80,203
-901
QUAL icon
37
iShares MSCI USA Quality Factor ETF
QUAL
$46.8B
$9.89M 0.57%
51,549
+3,765
MO icon
38
Altria Group
MO
$116B
$9.82M 0.57%
148,761
-2,049
PWV icon
39
Invesco Large Cap Value ETF
PWV
$1.55B
$9.56M 0.55%
137,150
+1,484
GOVT icon
40
iShares US Treasury Bond ETF
GOVT
$42.7B
$9.47M 0.55%
413,334
+255,830
VOO icon
41
Vanguard S&P 500 ETF
VOO
$993B
$9.28M 0.54%
15,523
+154
MTUM icon
42
iShares MSCI USA Momentum Factor ETF
MTUM
$27.9B
$9.23M 0.53%
38,459
+2,704
EMR icon
43
Emerson Electric
EMR
$82.1B
$9.18M 0.53%
70,041
+321
EFG icon
44
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$9.15M 0.53%
82,172
+74,488
VOE icon
45
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$9.11M 0.53%
49,413
+1,197
XOM icon
46
Exxon Mobil
XOM
$584B
$8.86M 0.51%
52,204
+7,977
MDT icon
47
Medtronic
MDT
$103B
$8.8M 0.51%
101,511
+2,884
EEM icon
48
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$8.41M 0.49%
148,044
+22,628
AMZN icon
49
Amazon
AMZN
$2.65T
$8.39M 0.48%
40,300
+1,564
IBM icon
50
IBM
IBM
$253B
$8.38M 0.48%
34,581
+1,937
1
2
3 4 5