We are live on ! Find out more
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
BLZE icon
651
Backblaze
BLZE
$487M
$57.6K ﹤0.01%
16,686
+541
PSEC icon
652
Prospect Capital
PSEC
$1.16B
$54.3K ﹤0.01%
20,788
+2,766
ABEV icon
653
Ambev
ABEV
$50.4B
– –
-11,148
ALDX icon
654
Aldeyra Therapeutics
ALDX
$106M
– –
-13,565
CALM icon
655
Cal-Maine
CALM
$3.77B
– –
-4,357
CIBR icon
656
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.2B
– –
-8,554
CODX
657
Co-Diagnostics
CODX
$13.9M
– –
-833
CPRT icon
658
Copart
CPRT
$28.1B
– –
-21,168
CYBR
659
DELISTED
CyberArk
CYBR
– –
-1,871
EMQQ icon
660
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$262M
– –
-9,242
GTLS icon
661
Chart Industries
GTLS
$9.89B
– –
-3,690
HOOD icon
662
Robinhood
HOOD
$88.4B
– –
-2,213
HOWL icon
663
Werewolf Therapeutics
HOWL
$18.9M
– –
-52,593
IGV icon
664
iShares Expanded Tech-Software Sector ETF
IGV
$14.6B
– –
-12,214
INDI icon
665
indie Semiconductor
INDI
$873M
– –
-14,238
INTU icon
666
Intuit
INTU
$77.1B
– –
-1,397
IQDF icon
667
FlexShares International Quality Dividend Index Fund
IQDF
$1.17B
– –
-18,627
IXHL icon
668
Incannex Healthcare
IXHL
$43.9M
– –
-348
QTUM icon
669
Defiance Quantum ETF
QTUM
$6.29B
– –
-4,273
SLS icon
670
SELLAS Life Sciences
SLS
$1.52B
– –
-35,900
SOUN icon
671
SoundHound AI
SOUN
$3.17B
– –
-12,279
STKL
672
DELISTED
SunOpta
STKL
– –
-19,765
TYL icon
673
Tyler Technologies
TYL
$11.9B
– –
-1,215
UAA icon
674
Under Armour
UAA
$2.57B
– –
-27,575
UCON icon
675
First Trust Smith Unconstrained Bond ETF
UCON
$3.29B
– –
-10,036
24 25 26
27
28