RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.66M
3
+$4.26M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.2M
5
MSFT icon
Microsoft
MSFT
+$2.18M

Top Sells

1
+$11.3M
2
+$4.02M
3
+$3.23M
4
EXPE icon
Expedia Group
EXPE
+$2.5M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.56M

Sector Composition

1 Technology 9.2%
2 Healthcare 4.3%
3 Consumer Staples 4.13%
4 Financials 3.47%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$287B
$6.82M 0.51%
23,128
+2,337
AFL icon
52
Aflac
AFL
$57.3B
$6.74M 0.51%
63,892
-2,517
IJH icon
53
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$6.73M 0.5%
108,523
+7,508
VOE icon
54
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$6.73M 0.5%
40,892
+344
MBB icon
55
iShares MBS ETF
MBB
$41.6B
$6.63M 0.5%
70,629
-425
IYW icon
56
iShares US Technology ETF
IYW
$23.3B
$6.39M 0.48%
36,875
-2,654
DIVO icon
57
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.25B
$6.28M 0.47%
147,569
-5,794
BSV icon
58
Vanguard Short-Term Bond ETF
BSV
$38.9B
$6.23M 0.47%
79,224
-17
WMT icon
59
Walmart
WMT
$807B
$6.2M 0.46%
63,405
+1,368
MCD icon
60
McDonald's
MCD
$213B
$5.88M 0.44%
20,125
-1,455
VNQ icon
61
Vanguard Real Estate ETF
VNQ
$33.4B
$5.84M 0.44%
65,523
-595
EEM icon
62
iShares MSCI Emerging Markets ETF
EEM
$21B
$5.83M 0.44%
120,911
-1,747
GLD icon
63
SPDR Gold Trust
GLD
$128B
$5.65M 0.42%
18,535
+1,595
EFG icon
64
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$5.61M 0.42%
50,114
-8,490
VCLT icon
65
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.38B
$5.54M 0.42%
72,982
+362
KO icon
66
Coca-Cola
KO
$296B
$5.44M 0.41%
76,899
+3,581
IVOL icon
67
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$438M
$5.43M 0.41%
277,662
+4,522
FLTR icon
68
VanEck IG Floating Rate ETF
FLTR
$2.57B
$5.38M 0.4%
210,904
+1,524
IBTF icon
69
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.85B
$5.37M 0.4%
229,726
+2,083
THRO
70
iShares U.S. Thematic Rotation Active ETF
THRO
$6.5B
$5.29M 0.4%
+148,692
COST icon
71
Costco
COST
$404B
$5.24M 0.39%
5,296
-230
XLU icon
72
Utilities Select Sector SPDR Fund
XLU
$21.9B
$5.19M 0.39%
63,495
+6,525
FAUG icon
73
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$5.12M 0.38%
104,362
-7,448
GOOG icon
74
Alphabet (Google) Class C
GOOG
$3.4T
$4.95M 0.37%
27,898
-774
SCHG icon
75
Schwab US Large-Cap Growth ETF
SCHG
$54.1B
$4.9M 0.37%
167,913
+25,240
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3
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