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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
JEPQ icon
576
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.1B
$247K 0.01%
4,440
-981
DJD icon
577
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$461M
$245K 0.01%
+4,095
STWD icon
578
Starwood Property Trust
STWD
$6.24B
$243K 0.01%
+14,127
ARCO icon
579
Arcos Dorados Holdings
ARCO
$1.85B
$243K 0.01%
29,413
+9,381
IUSG icon
580
iShares Core S&P US Growth ETF
IUSG
$32.3B
$242K 0.01%
1,562
SCHW
581
Charles Schwab
SCHW
$158B
$242K 0.01%
+2,573
BABA icon
582
Alibaba
BABA
$270B
$240K 0.01%
+1,915
LIN icon
583
Linde
LIN
$241B
$239K 0.01%
+482
MSI icon
584
Motorola Solutions
MSI
$68.3B
$239K 0.01%
+550
XBI icon
585
State Street SPDR S&P Biotech ETF
XBI
$8.34B
$239K 0.01%
+1,868
SOLS
586
Solstice Advanced Materials
SOLS
$13.8B
$238K 0.01%
+3,125
GLTR icon
587
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.75B
$238K 0.01%
+1,086
HNDL icon
588
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$643M
$237K 0.01%
10,839
ET icon
589
Energy Transfer Partners
ET
$65.1B
$237K 0.01%
+12,262
GEM icon
590
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.73B
$235K 0.01%
+5,441
FQAL icon
591
Fidelity Quality Factor ETF
FQAL
$1.42B
$235K 0.01%
+3,236
TIPX icon
592
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.89B
$235K 0.01%
+12,240
FSI icon
593
Flexible Solutions
FSI
$81.1M
$233K 0.01%
43,185
+8,225
IEV icon
594
iShares Europe ETF
IEV
$1.73B
$232K 0.01%
+3,415
ALLW
595
State Street Bridgewater All Weather ETF
ALLW
$1.52B
$231K 0.01%
+8,005
LCTD icon
596
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$234M
$230K 0.01%
+4,161
SCHA icon
597
Schwab U.S Small- Cap ETF
SCHA
$23.6B
$230K 0.01%
7,897
-1,718
DFEB icon
598
FT Vest US Equity Deep Buffer ETF February
DFEB
$458M
$229K 0.01%
+4,825
PPLT icon
599
abrdn Physical Platinum Shares ETF
PPLT
$2.06B
$228K 0.01%
12,810
-5,680
PDI icon
600
PIMCO Dynamic Income Fund
PDI
$7.62B
$228K 0.01%
+13,335
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