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
TLH icon
51
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$8.33M 0.48%
82,747
-12,433
BAI
52
iShares A.I. Innovation and Tech Active ETF
BAI
$16B
$8.15M 0.47%
247,412
+12,821
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$45.2B
$8.04M 0.46%
102,589
+16,313
PRFZ icon
54
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$8.02M 0.46%
174,947
+1,055
GTO icon
55
Invesco Total Return Bond ETF
GTO
$2.34B
$8M 0.46%
170,782
+6,809
KO icon
56
Coca-Cola
KO
$348B
$7.97M 0.46%
104,842
+2,050
THRO
57
iShares U.S. Thematic Rotation Active ETF
THRO
$6.62B
$7.69M 0.44%
212,391
+20,638
GLD icon
58
SPDR Gold Trust
GLD
$141B
$7.64M 0.44%
17,756
-339
XLK icon
59
State Street Technology Select Sector SPDR ETF
XLK
$125B
$7.63M 0.44%
57,411
+1,445
SPYM
60
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$7.58M 0.44%
99,038
-2,486
DIVO icon
61
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.21B
$7.4M 0.43%
165,067
-3,556
MBB icon
62
iShares MBS ETF
MBB
$39.4B
$7.4M 0.43%
77,886
+1,044
VOT icon
63
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
$7.32M 0.42%
28,451
+1,605
PFF icon
64
iShares Preferred and Income Securities ETF
PFF
$13.6B
$7.3M 0.42%
240,717
+8,781
AGG icon
65
iShares Core US Aggregate Bond ETF
AGG
$137B
$7.17M 0.41%
72,226
+4,940
XLU icon
66
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$7.15M 0.41%
155,783
+4,149
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.5T
$6.86M 0.4%
23,870
+1,218
COST icon
68
Costco
COST
$434B
$6.69M 0.39%
6,710
+1,345
MCD icon
69
McDonald's
MCD
$203B
$6.46M 0.37%
20,773
-15
VNQ icon
70
Vanguard Real Estate ETF
VNQ
$37.9B
$6.4M 0.37%
72,163
+5,816
BDYN
71
iShares Dynamic Equity Active ETF
BDYN
$2.96B
$6.39M 0.37%
263,044
+16,526
IJH icon
72
iShares Core S&P Mid-Cap ETF
IJH
$122B
$6.37M 0.37%
94,364
-6,564
AFL icon
73
Aflac
AFL
$59.5B
$6.16M 0.36%
56,110
-2,887
DUK icon
74
Duke Energy
DUK
$97.7B
$6.1M 0.35%
46,557
+1,150
CINF icon
75
Cincinnati Financial
CINF
$26.2B
$6.02M 0.35%
38,253
+819
1 2
3
4 5