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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
LNT icon
526
Alliant Energy
LNT
$19B
$298K 0.02%
4,157
+31
CLF icon
527
Cleveland-Cliffs
CLF
$7.77B
$298K 0.02%
35,257
+8,837
VFMV icon
528
Vanguard US Minimum Volatility ETF
VFMV
$427M
$298K 0.02%
+2,234
THYF icon
529
T. Rowe Price US High Yield ETF
THYF
$822M
$298K 0.02%
5,834
+227
MFSI
530
MFS Active International ETF
MFSI
$1.11B
$297K 0.02%
+9,995
BUFD icon
531
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.89B
$295K 0.02%
10,549
TPHD icon
532
Timothy Plan High Dividend Stock ETF
TPHD
$350M
$294K 0.02%
7,112
VDC icon
533
Vanguard Consumer Staples ETF
VDC
$8.02B
$292K 0.02%
1,301
+76
FHLC icon
534
Fidelity MSCI Health Care Index ETF
FHLC
$3.06B
$292K 0.02%
4,150
XMMO icon
535
Invesco S&P MidCap Momentum ETF
XMMO
$7.76B
$291K 0.02%
+2,004
CL icon
536
Colgate-Palmolive
CL
$72.5B
$290K 0.02%
3,399
+92
IYE icon
537
iShares US Energy ETF
IYE
$1.53B
$288K 0.02%
+4,447
BSCQ icon
538
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.78B
$286K 0.02%
14,667
-13,511
NLY icon
539
Annaly Capital Management
NLY
$16.3B
$285K 0.02%
13,469
+3,044
BSCS icon
540
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.5B
$282K 0.02%
+13,826
EVIM icon
541
Eaton Vance Intermediate Municipal Income ETF
EVIM
$244M
$282K 0.02%
+5,360
HBAN icon
542
Huntington Bancshares
HBAN
$34.9B
$281K 0.02%
17,968
-6
XMAR icon
543
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$129M
$281K 0.02%
6,934
+157
COF icon
544
Capital One
COF
$121B
$279K 0.02%
1,531
-143
KBWB icon
545
Invesco KBW Bank ETF
KBWB
$5.67B
$278K 0.02%
3,518
+305
FMB icon
546
First Trust Managed Municipal ETF
FMB
$2.04B
$278K 0.02%
5,479
-92
PXF icon
547
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.94B
$277K 0.02%
+3,962
IGF icon
548
iShares Global Infrastructure ETF
IGF
$10.7B
$276K 0.02%
4,123
-196
EXC icon
549
Exelon
EXC
$47.3B
$276K 0.02%
+5,621
IEI icon
550
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$275K 0.02%
2,322
-4,425
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