Regal Investment Advisors LLC ETFs

Regal Investment Advisors LLC

$1.29 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYH Ishares Tr	$0	$773,000 0.06% of portfolio	13,702	Q2 2025 Added 3.18%
STIP Ishares Barclays 0 5 Year Tips	$0	$765,000 0.06% of portfolio	7,440	Q2 2025 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$754,000 0.06% of portfolio	12,634	Q2 2025 New
HYGV Flexshares Tr High Yield Value	$0	$728,000 0.06% of portfolio	17,745	Q2 2025 Added 68.92%
BND Vanguard Bd Index Fd Inc Total	$0	$720,000 0.06% of portfolio	9,792	Q2 2025 Added 9.79%
IWD Ishares Russell 1000 Val ETF	$0	$712,000 0.06% of portfolio	3,670	Q2 2025 Added 9.68%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$711,000 0.06% of portfolio	7,759	Q2 2025 Reduced 61.42%
XLY Select Sector Spdr Consumer Di	$0	$692,000 0.05% of portfolio	3,187	Q2 2025 Reduced 42.39%
GCOR Goldman Sachs ETF Tr Access U	$0	$669,000 0.05% of portfolio	16,183	Q2 2025 Added 57.13%
ITOT Ishares Core S&P Total U.S. St	$0	$665,000 0.05% of portfolio	4,931	Q2 2025 Reduced 2.03%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$662,000 0.05% of portfolio	33,956	Q2 2025 Reduced 11.12%
TFLO Ishares Treasury Floating Rate	$0	$644,000 0.05% of portfolio	12,716	Q2 2025 Added 15.41%
FXH First Tr Exchange Trd Fd Healt	$0	$640,000 0.05% of portfolio	6,180	Q4 2024 Reduced 19.56%
NOBL Proshares S&P 500 Dividend Ari	$0	$612,000 0.05% of portfolio	6,081	Q2 2025 Reduced 6.42%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$605,000 0.05% of portfolio	26,385	Q2 2025 Reduced 12.38%
TIP Ishares Tr Tips Bd ETF	$0	$599,000 0.05% of portfolio	5,449	Q2 2025 Added 9.73%
FXL First Tr Exchange Traded Fd Fi	$0	$597,000 0.05% of portfolio	3,797	Q3 2022 Reduced 1.86%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$583,000 0.05% of portfolio	24,531	Q2 2025 New
EMLP First Tr Exchange Traded Iv	$0	$569,000 0.04% of portfolio	15,175	Q3 2024 Reduced 46.19%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$561,000 0.04% of portfolio	14,345	Q2 2025 Added 3.1%
FEX First Tr Large Cap Core Alphde	$0	$561,000 0.04% of portfolio	5,110	Q2 2025 Added 0.04%
VV Vanguard Large Cap ETF	$0	$540,000 0.04% of portfolio	1,896	Q2 2025 Added 25.15%
SCHQ Schwab Strategic Tr Long Term	$0	$524,000 0.04% of portfolio	16,440	Q2 2025 Reduced 32.89%
GSST Goldman Sachs ETF Tr Access Ul	$0	$523,000 0.04% of portfolio	10,351	Q2 2025 Reduced 3.98%
BNDX Vanguard Total International B	$0	$510,000 0.04% of portfolio	10,321	Q2 2025 Added 12.03%
FIW First Trust Water ETF	$0	$510,000 0.04% of portfolio	4,730	Q2 2025 Added 50.45%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$485,000 0.04% of portfolio	6,909	Q2 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$482,000 0.04% of portfolio	4,798	Q2 2025 Reduced 0.1%
AOA Ishares Tr Core Aggressive All	$0	$480,000 0.04% of portfolio	5,762	Q2 2025 Added 0.47%
SCHF Schwab Strategic Tr Intl Eqty	$0	$478,000 0.04% of portfolio	21,638	Q2 2025 Reduced 13.61%
FDL First Tr Morningstar Dividend	$0	$467,000 0.04% of portfolio	11,173	Q4 2024 Reduced 11.51%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$463,000 0.04% of portfolio	6,370	Q2 2025 Reduced 3.26%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$444,000 0.03% of portfolio	34,072	Q2 2025 Added 23.66%
IQDF Flexshares International Quali	$0	$440,000 0.03% of portfolio	16,245	Q2 2025 Reduced 10.45%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$439,000 0.03% of portfolio	5,528	Q2 2025 Added 2.88%
HYGH Ishares U S ETF Tr Int Rate He	$0	$437,000 0.03% of portfolio	5,060	Q2 2025 Added 22.79%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$431,000 0.03% of portfolio	18,559	Q2 2025 Added 11.18%
USFR Wisdomtree Floating Rate Treas	$0	$430,000 0.03% of portfolio	8,560	Q2 2025 Reduced 12.35%
RPV Invesco Exchange Traded Fd Tr	$0	$425,000 0.03% of portfolio	4,539	Q2 2025 Added 5.73%
FNDX Schwab Fundamental U S Large C	$0	$424,000 0.03% of portfolio	17,293	Q2 2025 Reduced 23.62%
VGK Vanguard Ftse Europe ETF Ftse	$0	$419,000 0.03% of portfolio	5,407	Q2 2025 New
CGGR Capital Group Growth ETF Shs C	$0	$416,000 0.03% of portfolio	10,234	Q2 2025 Added 37.42%
IETC Ishares U S ETF Tr	$0	$416,000 0.03% of portfolio	4,428	Q2 2025 Added 0.05%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$406,000 0.03% of portfolio	7,632	Q2 2025 Reduced 12.3%
IWP Ishares Russell Mid Cap Growth	$0	$405,000 0.03% of portfolio	2,921	Q2 2025 Reduced 2.41%
HYG Ishares Tr	$0	$403,000 0.03% of portfolio	4,998	Q2 2025 Added 36.0%
IGRO Ishares Tr International Divid	$0	$401,000 0.03% of portfolio	5,088	Q2 2025 Added 10.42%
SPYV Spdr Portfolio S&P 500 Value E	$0	$399,000 0.03% of portfolio	7,634	Q2 2025 Reduced 1.61%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$397,000 0.03% of portfolio	19,245	Q2 2025 Reduced 9.51%
FNDF Schwab Fundamental Intl Large	$0	$395,000 0.03% of portfolio	9,874	Q2 2025 Reduced 21.64%

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