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RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.73B
1-Year Est. Return
17.76%
This Fund
S&P 500
1 Year Est. Return
+17.76%
AUM
$1.73B
AUM Growth
+$59.7M
(+3.6%)
Holding
681
Top Buys
| 1 | +$8.76M | |
| 2 | +$7.55M | |
| 3 | +$6.1M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$5.9M |
| 5 |
BlackRock Large Cap Core ETF
BLCR
|
+$5.82M |
Top Sells
| 1 | +$13M | |
| 2 | +$4.84M | |
| 3 | +$3.72M | |
| 4 |
iShares Gold Trust
IAU
|
+$3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
United Therapeutics
UTHR
$23.3B
| – | – |
-795
|
|
||
677
Vanguard Core Bond ETF
VCRB
$7.01B
| – | – |
-3,298
|
|
||
678
Vanguard Total World Stock ETF
VT
$76.3B
| – | – |
-2,202
|
|
||
679
Global X S&P 500 Covered Call ETF
XYLD
$3.19B
| – | – |
-39,081
|
|
||
|
ECG
680
Everus Construction Group
ECG
$7.96B
| – | – |
-3,199
|
|