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
FV icon
26
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
$9.08M 0.73%
165,535
+6,587
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$557B
$8.99M 0.73%
32,699
+1,919
MO icon
28
Altria Group
MO
$95.1B
$8.67M 0.7%
144,524
-32,191
VYMI icon
29
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$8.64M 0.7%
117,270
+72,030
MUB icon
30
iShares National Muni Bond ETF
MUB
$40.2B
$8.59M 0.7%
81,515
-2,177
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$157B
$8.54M 0.69%
112,940
+7,970
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$27.6B
$8.41M 0.68%
142,646
-35,404
PWB icon
33
Invesco Large Cap Growth ETF
PWB
$1.38B
$8.41M 0.68%
87,519
+2,008
CVX icon
34
Chevron
CVX
$310B
$8.36M 0.68%
49,974
-20,349
MDT icon
35
Medtronic
MDT
$116B
$8.14M 0.66%
90,638
-24,410
VOO icon
36
Vanguard S&P 500 ETF
VOO
$778B
$7.9M 0.64%
15,369
+764
T icon
37
AT&T
T
$174B
$7.8M 0.63%
275,896
-82,457
PWV icon
38
Invesco Large Cap Value ETF
PWV
$1.19B
$7.69M 0.62%
129,153
+6,540
AFL icon
39
Aflac
AFL
$57.2B
$7.38M 0.6%
66,409
-30,805
BUFR icon
40
FT Vest Fund of Buffer ETFs
BUFR
$7.62B
$7.35M 0.59%
247,706
+24,208
PFE icon
41
Pfizer
PFE
$140B
$7.31M 0.59%
288,575
-26,350
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$131B
$7.08M 0.57%
71,576
+30,426
GTO icon
43
Invesco Total Return Bond ETF
GTO
$1.92B
$7.06M 0.57%
150,431
+2,906
EMR icon
44
Emerson Electric
EMR
$78.8B
$6.86M 0.55%
62,552
-23,432
AMZN icon
45
Amazon
AMZN
$2.71T
$6.81M 0.55%
35,815
-8,347
MCD icon
46
McDonald's
MCD
$211B
$6.74M 0.55%
21,580
-8,730
MBB icon
47
iShares MBS ETF
MBB
$41.4B
$6.66M 0.54%
71,054
-13,748
VOT icon
48
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$6.51M 0.53%
26,613
+431
VOE icon
49
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$6.51M 0.53%
40,548
-13
DIVO icon
50
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.22B
$6.25M 0.51%
153,363
+73,188
1
2
3 4 5