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
$1.24B
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.03M
3
+$3.36M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.34M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$3.19M

Top Sells

1
+$7.73M
2
+$5.93M
3
+$4.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.9M

Sector Composition

1 Technology 8.28%
2 Healthcare 4.73%
3 Consumer Staples 4.4%
4 Financials 3.64%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
51
Vanguard Short-Term Bond ETF
BSV
$38.8B
$6.2M 0.5%
79,241
-226
PRFZ icon
52
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.8B
$6.18M 0.5%
163,302
+13,684
VNQ icon
53
Vanguard Real Estate ETF
VNQ
$33.3B
$5.99M 0.48%
66,118
+2,286
TLH icon
54
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$5.94M 0.48%
57,214
+21,907
IJH icon
55
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$5.89M 0.48%
101,015
+487
EFG icon
56
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$5.86M 0.47%
58,604
-39,564
FDN icon
57
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.74B
$5.68M 0.46%
25,573
+1,020
IYW icon
58
iShares US Technology ETF
IYW
$23.4B
$5.55M 0.45%
39,529
+1,327
VCLT icon
59
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.31B
$5.51M 0.45%
72,620
+43,963
WMT icon
60
Walmart
WMT
$810B
$5.45M 0.44%
62,037
-19,563
EEM icon
61
iShares MSCI Emerging Markets ETF
EEM
$21.2B
$5.36M 0.43%
122,658
-43,350
FLTR icon
62
VanEck IG Floating Rate ETF
FLTR
$2.56B
$5.35M 0.43%
209,380
+125,017
OEF icon
63
iShares S&P 100 ETF
OEF
$28B
$5.34M 0.43%
19,726
+10,578
IBTF icon
64
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$5.32M 0.43%
227,643
+136,272
KO icon
65
Coca-Cola
KO
$292B
$5.25M 0.42%
73,318
-9,853
COST icon
66
Costco
COST
$411B
$5.23M 0.42%
5,526
-144
IBM icon
67
IBM
IBM
$285B
$5.17M 0.42%
20,791
-1,902
HEFA icon
68
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.74B
$5.13M 0.41%
141,339
+45,948
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.03T
$5.12M 0.41%
9,614
-7,327
IVOL icon
70
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$438M
$5.1M 0.41%
273,140
+180,009
FAUG icon
71
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$5.09M 0.41%
111,810
-13,135
GLD icon
72
SPDR Gold Trust
GLD
$128B
$4.88M 0.39%
16,940
-577
FLOT icon
73
iShares Floating Rate Bond ETF
FLOT
$8.96B
$4.58M 0.37%
89,811
+831
XLU icon
74
Utilities Select Sector SPDR Fund
XLU
$21.9B
$4.49M 0.36%
56,970
-13,608
GOOG icon
75
Alphabet (Google) Class C
GOOG
$3.43T
$4.48M 0.36%
28,672
-9,092
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3
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