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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
FDN icon
76
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.18B
$5.96M 0.34%
25,460
-280
BINC icon
77
BlackRock Flexible Income ETF
BINC
$16.2B
$5.84M 0.34%
112,480
-9,764
XLE icon
78
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$5.79M 0.33%
94,557
+8,980
GOOG icon
79
Alphabet (Google) Class C
GOOG
$4.48T
$5.79M 0.33%
20,184
+1,883
XLF icon
80
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
$5.77M 0.33%
116,941
-7,924
IDEF
81
iShares Defense Industrials Active ETF
IDEF
$4B
$5.73M 0.33%
+175,232
VIXM icon
82
ProShares VIX Mid-Term Futures ETF
VIXM
$45.2M
$5.71M 0.33%
332,894
+289,171
BLCR icon
83
BlackRock Large Cap Core ETF
BLCR
$6.24B
$5.58M 0.32%
+135,895
VBR icon
84
Vanguard Small-Cap Value ETF
VBR
$36.5B
$5.43M 0.31%
25,006
+335
SCHG icon
85
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$5.27M 0.3%
180,842
-17,838
FLOT icon
86
iShares Floating Rate Bond ETF
FLOT
$9.59B
$5.25M 0.3%
103,099
+5,042
WM icon
87
Waste Management
WM
$87.1B
$5.23M 0.3%
22,758
+1,923
RPRX icon
88
Royalty Pharma
RPRX
$24.1B
$5.13M 0.3%
106,954
-6,387
TGT icon
89
Target
TGT
$60.5B
$5.1M 0.29%
42,047
-324
JPM icon
90
JPMorgan Chase
JPM
$856B
$5.08M 0.29%
17,259
-164
VO icon
91
Vanguard Mid-Cap ETF
VO
$105B
$5.05M 0.29%
70,336
-1,036
CSCO icon
92
Cisco
CSCO
$474B
$5.03M 0.29%
64,820
+2,688
ACIO icon
93
Aptus Collared Investment Opportunity ETF
ACIO
$2.38B
$4.93M 0.28%
117,486
+3,407
IAGG icon
94
iShares Core International Aggregate Bond Fund
IAGG
$11B
$4.9M 0.28%
97,909
+9,041
FLTR icon
95
VanEck IG Floating Rate ETF
FLTR
$2.77B
$4.88M 0.28%
191,493
+2,355
BRK.B icon
96
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.87M 0.28%
10,164
+208
SLB icon
97
SLB Ltd
SLB
$80.3B
$4.79M 0.28%
93,289
+1,302
IGSB icon
98
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$4.77M 0.28%
90,769
+290
PEP icon
99
PepsiCo
PEP
$200B
$4.73M 0.27%
30,486
+1,667
SHV icon
100
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$4.69M 0.27%
42,511
+27,104
2 3
4
5 6