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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
IAK icon
626
iShares US Insurance ETF
IAK
$371M
$208K 0.01%
1,623
-432
WU icon
627
Western Union
WU
$2.34B
$208K 0.01%
+23,787
MIY icon
628
BlackRock MuniYield Michigan Quality Fund
MIY
$350M
$206K 0.01%
17,379
+3,843
MCK icon
629
McKesson
MCK
$93.7B
$205K 0.01%
+237
WES icon
630
Western Midstream Partners
WES
$17.3B
$204K 0.01%
+4,951
OUSM icon
631
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$886M
$203K 0.01%
+4,648
VFH icon
632
Vanguard Financials ETF
VFH
$12.8B
$202K 0.01%
1,672
-276
BUD icon
633
AB InBev
BUD
$158B
$201K 0.01%
+2,892
YYY icon
634
Amplify CEF High Income ETF
YYY
$703M
$188K 0.01%
17,081
+45
HRZN icon
635
Horizon Technology Finance
HRZN
$306M
$183K 0.01%
43,553
-5,506
MUJ icon
636
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$656M
$178K 0.01%
15,406
ONDS icon
637
Ondas Inc
ONDS
$4.92B
$164K 0.01%
+18,100
NXJ
638
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$159K 0.01%
12,892
-4,070
ETW
639
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
$151K 0.01%
17,250
PCN
640
PIMCO Corporate & Income Strategy Fund
PCN
$877M
$151K 0.01%
12,686
-341
QBTS icon
641
D-Wave Quantum
QBTS
$9.73B
$150K 0.01%
10,392
+93
FTMS
642
Franklin Short-Term Municipal Income ETF
FTMS
$183M
$149K 0.01%
+15,000
ELVA
643
Electrovaya
ELVA
$501M
$116K 0.01%
14,772
+1,915
UAMY icon
644
United States Antimony
UAMY
$1.11B
$113K 0.01%
+13,000
NEWT icon
645
NewtekOne
NEWT
$396M
$112K 0.01%
+10,203
PMM
646
Putnam Managed Municipal Income
PMM
$270M
$83.7K ﹤0.01%
13,606
GENI icon
647
Genius Sports
GENI
$1.84B
$83.4K ﹤0.01%
+18,821
AIOT
648
PowerFleet Inc
AIOT
$555M
$81.5K ﹤0.01%
26,465
+11,142
ACHR icon
649
Archer Aviation
ACHR
$4.23B
$69.5K ﹤0.01%
13,439
+825
TSI
650
TCW Strategic Income Fund
TSI
$217M
$59.9K ﹤0.01%
13,350
24 25
26
27 28