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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
AVGO icon
101
Broadcom
AVGO
$1.87T
$4.63M 0.27%
14,962
-84
IVOL icon
102
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$311M
$4.62M 0.27%
247,126
+6,321
AEP icon
103
American Electric Power
AEP
$70.4B
$4.6M 0.27%
35,124
+1,875
VSS icon
104
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.8B
$4.51M 0.26%
30,961
+577
B
105
Barrick Mining
B
$70.1B
$4.46M 0.26%
109,278
+346
FLTB icon
106
Fidelity Limited Term Bond ETF
FLTB
$412M
$4.4M 0.25%
87,579
+3,175
EOG icon
107
EOG Resources
EOG
$70.3B
$4.24M 0.24%
29,345
-2,275
FAUG icon
108
FT Vest US Equity Buffer ETF August
FAUG
$1.19B
$4.24M 0.24%
81,790
-9,525
ODFL icon
109
Old Dominion Freight Line
ODFL
$49.4B
$4.2M 0.24%
21,515
+234
VWOB icon
110
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
$4.19M 0.24%
63,860
+1,277
FANG icon
111
Diamondback Energy
FANG
$53.4B
$4.14M 0.24%
20,917
-4,279
JNK icon
112
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$4.08M 0.24%
42,582
+629
CPAY icon
113
Corpay
CPAY
$23.1B
$4.01M 0.23%
13,776
+34
TOL icon
114
Toll Brothers
TOL
$13.9B
$3.97M 0.23%
29,054
+243
SDVY icon
115
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.1B
$3.95M 0.23%
100,055
+15,855
BDVL
116
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.75B
$3.94M 0.23%
160,011
-2,631
QQQM icon
117
Invesco NASDAQ 100 ETF
QQQM
$99.4B
$3.94M 0.23%
16,573
+2,733
TSM icon
118
TSMC
TSM
$2.29T
$3.93M 0.23%
11,630
+1,868
SPMO icon
119
Invesco S&P 500 Momentum ETF
SPMO
$21.3B
$3.89M 0.22%
34,726
+15,903
VRIG icon
120
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$3.81M 0.22%
152,257
-8,573
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$128B
$3.72M 0.21%
34,880
+12
DEM icon
122
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.07B
$3.7M 0.21%
74,554
-3,651
OEF icon
123
iShares S&P 100 ETF
OEF
$20.3B
$3.67M 0.21%
11,540
-38,872
VXUS icon
124
Vanguard Total International Stock ETF
VXUS
$155B
$3.66M 0.21%
47,403
-1,518
ETR icon
125
Entergy
ETR
$50.9B
$3.65M 0.21%
32,453
+4,948
3 4
5
6 7