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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
FYX icon
126
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.31B
$3.64M 0.21%
30,518
+2
DRSK icon
127
Aptus Defined Risk ETF
DRSK
$1.53B
$3.63M 0.21%
132,649
+6,413
RSP icon
128
Invesco S&P 500 Equal Weight ETF
RSP
$92.4B
$3.55M 0.2%
18,478
+1,349
LZB icon
129
La-Z-Boy
LZB
$1.55B
$3.53M 0.2%
109,856
IWC icon
130
iShares Micro-Cap ETF
IWC
$1.45B
$3.46M 0.2%
21,664
+1
ED icon
131
Consolidated Edison
ED
$39.7B
$3.44M 0.2%
30,422
-869
VB icon
132
Vanguard Small-Cap ETF
VB
$80.1B
$3.42M 0.2%
13,071
+2,754
VXF icon
133
Vanguard Extended Market ETF
VXF
$30.7B
$3.42M 0.2%
16,607
-398
LLY icon
134
Eli Lilly
LLY
$1.01T
$3.41M 0.2%
3,710
+324
GNR icon
135
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.76B
$3.4M 0.2%
45,494
-2,791
META icon
136
Meta Platforms (Facebook)
META
$1.51T
$3.37M 0.19%
5,897
+675
ELV icon
137
Elevance Health
ELV
$87.3B
$3.3M 0.19%
11,276
+37
MRK icon
138
Merck
MRK
$284B
$3.23M 0.19%
26,860
+443
IDUB icon
139
Aptus International Enhanced Yield ETF
IDUB
$502M
$3.18M 0.18%
128,969
+2,882
VYM icon
140
Vanguard High Dividend Yield ETF
VYM
$79.4B
$3.13M 0.18%
21,117
+5,745
XLP icon
141
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$3.07M 0.18%
37,491
+2,391
ULTA icon
142
Ulta Beauty
ULTA
$20.3B
$3.03M 0.17%
5,792
-631
IAU icon
143
iShares Gold Trust
IAU
$67.1B
$3M 0.17%
33,976
-32,652
AMLP icon
144
Alerian MLP ETF
AMLP
$12B
$2.99M 0.17%
56,780
-1,808
XLI icon
145
State Street Industrial Select Sector SPDR ETF
XLI
$31.3B
$2.96M 0.17%
18,319
+645
XLV icon
146
State Street Health Care Select Sector SPDR ETF
XLV
$39B
$2.96M 0.17%
20,206
+791
CEG icon
147
Constellation Energy
CEG
$93.7B
$2.92M 0.17%
10,454
+4,625
GDX icon
148
VanEck Gold Miners ETF
GDX
$25.9B
$2.91M 0.17%
31,702
-3,725
FIS icon
149
Fidelity National Information Services
FIS
$20.1B
$2.82M 0.16%
60,205
+3,394
LRCX icon
150
Lam Research
LRCX
$486B
$2.82M 0.16%
13,192
+545
4 5
6
7 8