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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
USFD icon
551
US Foods
USFD
$20.6B
$274K 0.02%
+2,969
PFG icon
552
Principal Financial Group
PFG
$23.9B
$274K 0.02%
3,036
-178
FFLC icon
553
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.2B
$273K 0.02%
5,319
-1,389
MMT
554
MFS Multimarket Income Trust
MMT
$251M
$272K 0.02%
58,883
-8,351
VGIT icon
555
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$271K 0.02%
4,559
-660
VEU icon
556
Vanguard FTSE All-World ex-US ETF
VEU
$67.6B
$270K 0.02%
+3,593
PDX
557
PIMCO Dynamic Income Strategy Fund
PDX
$932M
$269K 0.02%
12,206
-683
ACWX icon
558
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$268K 0.02%
+3,914
FNDE icon
559
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.67B
$268K 0.02%
+7,001
JAVA icon
560
JPMorgan Active Value ETF
JAVA
$6.65B
$267K 0.02%
+3,723
FNDA icon
561
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$266K 0.02%
8,216
-79
SIVR icon
562
abrdn Physical Silver Shares ETF
SIVR
$4.87B
$263K 0.02%
3,679
-1,799
TSLY icon
563
YieldMax TSLA Option Income Strategy ETF
TSLY
$842M
$263K 0.02%
8,769
-147
IBB icon
564
iShares Biotechnology ETF
IBB
$8.08B
$259K 0.01%
1,533
HSY icon
565
Hershey
HSY
$36.7B
$259K 0.01%
+1,245
FYLD icon
566
Cambria Foreign Shareholder Yield ETF
FYLD
$676M
$259K 0.01%
6,925
-786
ICVT icon
567
iShares Convertible Bond ETF
ICVT
$7.29B
$257K 0.01%
2,523
-2,892
GIS icon
568
General Mills
GIS
$18.3B
$255K 0.01%
6,860
-353
SCHZ icon
569
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$254K 0.01%
+10,943
FLBL icon
570
Franklin Senior Loan ETF
FLBL
$847M
$254K 0.01%
11,035
-3,853
ADBE icon
571
Adobe
ADBE
$82B
$254K 0.01%
1,044
-1,518
FELV icon
572
Fidelity Enhanced Large Cap Value ETF
FELV
$3.13B
$254K 0.01%
7,262
+1
UNF icon
573
Unifirst Corp
UNF
$4.77B
$252K 0.01%
+1,000
CFG icon
574
Citizens Financial Group
CFG
$28.2B
$251K 0.01%
+4,186
HESM icon
575
Hess Midstream
HESM
$4.81B
$251K 0.01%
+6,449
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