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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
JCI icon
601
Johnson Controls International
JCI
$89.1B
$227K 0.01%
+1,731
AZN icon
602
AstraZeneca
AZN
$275B
$226K 0.01%
+1,146
PGR icon
603
Progressive
PGR
$119B
$225K 0.01%
1,136
-35
IBTG icon
604
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.31B
$223K 0.01%
9,730
-11,619
JKHY icon
605
Jack Henry & Associates
JKHY
$9.26B
$223K 0.01%
+1,409
IVOV icon
606
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.32B
$222K 0.01%
+2,178
AMT icon
607
American Tower
AMT
$86.5B
$222K 0.01%
+1,287
MT icon
608
ArcelorMittal
MT
$52.6B
$222K 0.01%
+4,262
VIGI icon
609
Vanguard International Dividend Appreciation ETF
VIGI
$8.81B
$221K 0.01%
+2,497
BSCR icon
610
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$220K 0.01%
11,212
-1,023
IWR icon
611
iShares Russell Mid-Cap ETF
IWR
$56.1B
$220K 0.01%
+2,261
CRM icon
612
Salesforce
CRM
$135B
$220K 0.01%
1,177
+184
CSX icon
613
CSX Corp
CSX
$88.1B
$220K 0.01%
+5,351
GILD icon
614
Gilead Sciences
GILD
$154B
$219K 0.01%
+1,573
ETHE
615
Grayscale Ethereum Staking ETF Shares
ETHE
$1.48B
$217K 0.01%
12,730
-90
EAGG icon
616
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.85B
$217K 0.01%
+4,558
DAL icon
617
Delta Air Lines
DAL
$55.2B
$217K 0.01%
+3,260
CTVA icon
618
Corteva
CTVA
$50.6B
$214K 0.01%
+2,555
AB icon
619
AllianceBernstein
AB
$3.37B
$213K 0.01%
+5,685
SMR icon
620
NuScale Power
SMR
$3.68B
$212K 0.01%
19,522
+4,407
EXTR icon
621
Extreme Networks
EXTR
$4.14B
$211K 0.01%
14,000
TROW icon
622
T. Rowe Price
TROW
$23.3B
$210K 0.01%
+2,331
TTE icon
623
TotalEnergies
TTE
$187B
$210K 0.01%
+2,309
ENB icon
624
Enbridge
ENB
$122B
$210K 0.01%
+3,880
LUCK
625
Lucky Strike Entertainment
LUCK
$1.16B
$209K 0.01%
25,094
-1,302
23 24
25
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