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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
HDV
201
iShares Core High Dividend ETF
HDV
$13.5B
$1.92M 0.11%
70,790
-5,475
MA icon
202
Mastercard
MA
$434B
$1.91M 0.11%
3,823
+569
TLT icon
203
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$1.91M 0.11%
22,029
+2,894
VMBS icon
204
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$1.84M 0.11%
39,184
+2,488
SPYG icon
205
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.2B
$1.84M 0.11%
18,770
+2,075
IEUR icon
206
iShares Core MSCI Europe ETF
IEUR
$8.55B
$1.83M 0.11%
26,104
-3,163
SLV icon
207
iShares Silver Trust
SLV
$33.9B
$1.83M 0.11%
26,903
-4,752
CME icon
208
CME Group
CME
$96.1B
$1.81M 0.1%
6,129
+703
CLX icon
209
Clorox
CLX
$11.6B
$1.8M 0.1%
17,417
-470
DUBS icon
210
Aptus Large Cap Enhanced Yield ETF
DUBS
$383M
$1.78M 0.1%
49,282
+19,101
AMD icon
211
Advanced Micro Devices
AMD
$892B
$1.77M 0.1%
8,713
+837
IJT icon
212
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.84B
$1.76M 0.1%
12,145
+404
IVLU icon
213
iShares MSCI Intl Value Factor ETF
IVLU
$4.25B
$1.75M 0.1%
+44,027
EWX icon
214
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$748M
$1.73M 0.1%
26,203
+462
TCAF icon
215
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.15B
$1.72M 0.1%
48,371
-1,245
SHY icon
216
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$1.71M 0.1%
20,699
-2,133
GSUS icon
217
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.16B
$1.69M 0.1%
18,819
-23
VTEB icon
218
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
$1.66M 0.1%
33,236
-2,625
HYMB icon
219
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$1.64M 0.09%
65,966
+2,703
LOW icon
220
Lowe's Companies
LOW
$123B
$1.63M 0.09%
6,913
-194
ADP icon
221
Automatic Data Processing
ADP
$89.2B
$1.63M 0.09%
8,018
-137
ABT icon
222
Abbott
ABT
$154B
$1.62M 0.09%
15,806
+2,243
FXU icon
223
First Trust Utilities AlphaDEX Fund
FXU
$838M
$1.61M 0.09%
32,534
+1,888
ACM icon
224
Aecom
ACM
$8.94B
$1.61M 0.09%
19,000
-349
DEFR
225
Aptus Deferred Income ETF
DEFR
$137M
$1.59M 0.09%
59,745
+1,411
7 8
9
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