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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
CRDO icon
476
Credo Technology Group
CRDO
$47.8B
$407K 0.02%
+4,340
VOOG icon
477
Vanguard S&P 500 Growth ETF
VOOG
$26.2B
$403K 0.02%
5,934
+366
XMHQ icon
478
Invesco S&P MidCap Quality ETF
XMHQ
$5.38B
$401K 0.02%
3,879
-938
PCAR icon
479
PACCAR
PCAR
$63.5B
$395K 0.02%
+3,420
AXP icon
480
American Express
AXP
$229B
$393K 0.02%
1,300
-167
RDVY icon
481
First Trust Rising Dividend Achievers ETF
RDVY
$23.7B
$392K 0.02%
+5,741
MFSV
482
MFS Active Value ETF
MFSV
$514M
$388K 0.02%
+14,515
MINT icon
483
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$388K 0.02%
3,857
-615
CI icon
484
Cigna
CI
$77.7B
$388K 0.02%
1,453
+21
HUBS icon
485
HubSpot
HUBS
$9.52B
$382K 0.02%
1,563
+259
IDOG icon
486
ALPS International Sector Dividend Dogs ETF
IDOG
$549M
$379K 0.02%
9,095
-511
IGRO icon
487
iShares International Dividend Growth ETF
IGRO
$1.24B
$376K 0.02%
4,491
+838
FENI icon
488
Fidelity Enhanced International ETF
FENI
$10B
$368K 0.02%
9,894
DBC icon
489
Invesco DB Commodity Index Tracking Fund
DBC
$1.62B
$365K 0.02%
12,592
+324
SDY icon
490
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$361K 0.02%
2,474
-96
CGNG
491
Capital Group New Geography Equity ETF
CGNG
$2.59B
$359K 0.02%
+11,383
FESM icon
492
Fidelity Enhanced Small Cap Core ETF
FESM
$5.48B
$359K 0.02%
9,450
-578
RSPF icon
493
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$284M
$359K 0.02%
5,025
COKE icon
494
Coca-Cola Consolidated
COKE
$12.3B
$355K 0.02%
1,853
+112
CVS icon
495
CVS Health
CVS
$128B
$355K 0.02%
4,946
-930
FTXN icon
496
First Trust Nasdaq Oil & Gas ETF
FTXN
$932M
$355K 0.02%
9,200
-310
OKLO
497
Oklo
OKLO
$10.6B
$353K 0.02%
+7,120
KBWD icon
498
Invesco KBW High Dividend Yield Financial ETF
KBWD
$420M
$352K 0.02%
28,042
-3,412
TPLC icon
499
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$301M
$350K 0.02%
7,526
+211
AOR icon
500
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$346K 0.02%
5,382
-809
18 19
20
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