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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
OGE icon
501
OGE Energy
OGE
$9.89B
$346K 0.02%
7,214
-400
IYF icon
502
iShares US Financials ETF
IYF
$3.63B
$346K 0.02%
2,940
GSST icon
503
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.53B
$345K 0.02%
6,821
-3,028
IWS icon
504
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$344K 0.02%
2,363
+272
CLSE icon
505
Convergence Long/Short Equity ETF
CLSE
$670M
$344K 0.02%
12,235
+545
VCSH icon
506
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$343K 0.02%
4,329
-286
ASML icon
507
ASML
ASML
$729B
$342K 0.02%
259
-27
NZF icon
508
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$340K 0.02%
27,939
+8,322
BKLN icon
509
Invesco Senior Loan ETF
BKLN
$7.13B
$338K 0.02%
16,582
+1,282
PLTR icon
510
Palantir
PLTR
$323B
$338K 0.02%
2,311
-422
HYGH icon
511
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$541M
$337K 0.02%
3,937
-2,198
FIXD icon
512
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.32B
$335K 0.02%
7,694
+526
CGDV icon
513
Capital Group Dividend Value ETF
CGDV
$35.9B
$327K 0.02%
7,684
+275
VLO icon
514
Valero Energy
VLO
$73.4B
$327K 0.02%
+1,322
PKW icon
515
Invesco BuyBack Achievers ETF
PKW
$1.64B
$327K 0.02%
2,489
-86
DTE icon
516
DTE Energy
DTE
$30.8B
$325K 0.02%
2,220
-98
DOW icon
517
Dow Inc
DOW
$24B
$319K 0.02%
+7,660
SUN icon
518
Sunoco
SUN
$12.2B
$316K 0.02%
+4,871
ACWI icon
519
iShares MSCI ACWI ETF
ACWI
$32.8B
$316K 0.02%
2,284
-556
WTV icon
520
WisdomTree US Value Fund
WTV
$3.02B
$311K 0.02%
3,281
SYK icon
521
Stryker
SYK
$118B
$311K 0.02%
945
+66
HYS icon
522
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.67B
$307K 0.02%
+3,292
GYLD icon
523
Arrow Dow Jones Global Yield ETF
GYLD
$34.2M
$307K 0.02%
22,303
-1,360
QYLD icon
524
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.42B
$307K 0.02%
17,874
+3,296
ITA icon
525
iShares US Aerospace & Defense ETF
ITA
$14B
$303K 0.02%
1,384
-15,891
19 20
21
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