Regal Investment Advisors LLC ETFs

Regal Investment Advisors LLC

$1.21 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$690,000 0.06% of portfolio	30,114	Q1 2025 Reduced 4.9%
NOBL Proshares S&P 500 Dividend Ari	$0	$663,000 0.05% of portfolio	6,498	Q1 2025 Added 0.11%
BND Vanguard Bd Index Fd Inc Total	$0	$655,000 0.05% of portfolio	8,919	Q1 2025 Reduced 0.58%
FXH First Tr Exchange Trd Fd Healt	$0	$640,000 0.05% of portfolio	6,180	Q4 2024 Reduced 19.56%
IWD Ishares Russell 1000 Val ETF	$0	$629,000 0.05% of portfolio	3,346	Q1 2025 Reduced 6.87%
ITOT Ishares Core S&P Total U.S. St	$0	$614,000 0.05% of portfolio	5,033	Q1 2025 Reduced 2.91%
IWB Ishares Tr Russell 1000 ETF	$0	$580,000 0.05% of portfolio	1,892	Q1 2025 Reduced 6.15%
EMLP First Tr Exchange Traded Iv	$0	$568,000 0.05% of portfolio	15,175	Q3 2024 Reduced 46.19%
TFLO Ishares Treasury Floating Rate	$0	$558,000 0.05% of portfolio	11,018	Q1 2025 Reduced 39.87%
TIP Ishares Tr Tips Bd ETF	$0	$551,000 0.05% of portfolio	4,966	Q1 2025 Added 69.6%
GSST Goldman Sachs ETF Tr Access Ul	$0	$544,000 0.04% of portfolio	10,780	Q1 2025 Added 13.73%
DWAT Arrow Invts Tr Dwa Tactical Et	$0	$538,000 0.04% of portfolio	46,900	Q4 2024 Added 0.62%
FNDX Schwab Fundamental U S Large C	$0	$534,000 0.04% of portfolio	22,641	Q1 2025 Added 0.26%
IMCG Ishare Morningstar Mid Cap Gro	$0	$532,000 0.04% of portfolio	7,458	Q1 2025 Added 2.32%
FEX First Tr Large Cap Core Alphde	$0	$523,000 0.04% of portfolio	5,108	Q1 2025 Reduced 3.57%
VBK Vanguard Small Cap Growth ETF	$0	$519,000 0.04% of portfolio	2,062	Q1 2025 Reduced 13.9%
FDVV Fidelity High Dividend ETF	$0	$511,000 0.04% of portfolio	10,304	Q1 2025 Added 64.52%
FXL First Tr Exchange Traded Fd Fi	$0	$502,000 0.04% of portfolio	3,797	Q3 2022 Reduced 1.86%
SCHF Schwab Strategic Tr Intl Eqty	$0	$495,000 0.04% of portfolio	25,048	Q1 2025 Reduced 10.1%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$492,000 0.04% of portfolio	6,585	Q1 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$491,000 0.04% of portfolio	9,766	Q1 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$486,000 0.04% of portfolio	13,914	Q1 2025 Added 2.23%
FDL First Tr Morningstar Dividend	$0	$485,000 0.04% of portfolio	11,173	Q4 2024 Reduced 11.51%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$483,000 0.04% of portfolio	4,803	Q1 2025 Reduced 3.09%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$457,000 0.04% of portfolio	8,702	Q1 2025 Reduced 41.65%
FNDF Schwab Fundamental Intl Large	$0	$455,000 0.04% of portfolio	12,601	Q1 2025 Added 0.16%
IQDF Flexshares International Quali	$0	$452,000 0.04% of portfolio	18,141	Q1 2025 New
BNDX Vanguard Total International B	$0	$449,000 0.04% of portfolio	9,213	Q1 2025 Reduced 11.08%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$439,000 0.04% of portfolio	21,267	Q1 2025 Added 22.79%
AOA Ishares Tr Core Aggressive All	$0	$438,000 0.04% of portfolio	5,735	Q1 2025 Added 4.48%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$424,000 0.03% of portfolio	5,373	Q1 2025 Reduced 24.19%
HYGV Flexshares Tr High Yield Value	$0	$424,000 0.03% of portfolio	10,505	Q1 2025 Reduced 8.54%
GCOR Goldman Sachs ETF Tr Access U	$0	$424,000 0.03% of portfolio	10,299	Q1 2025 Reduced 26.22%
ICVT Ishares Tr Convertible Bond Et	$0	$409,000 0.03% of portfolio	4,902	Q1 2025 Added 16.08%
RPV Invesco Exchange Traded Fd Tr	$0	$396,000 0.03% of portfolio	4,293	Q1 2025 Reduced 13.24%
SPYV Spdr Portfolio S&P 500 Value E	$0	$396,000 0.03% of portfolio	7,759	Q1 2025 Reduced 6.56%
VV Vanguard Large Cap ETF	$0	$389,000 0.03% of portfolio	1,515	Q1 2025 Added 0.26%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$384,000 0.03% of portfolio	16,692	Q1 2025 Added 6.07%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$375,000 0.03% of portfolio	27,553	Q1 2025 Reduced 21.24%
RYLD Global X Fds Russell 2000 Cove	$0	$373,000 0.03% of portfolio	24,725	Q1 2025 New
FXU First Tr Exchange Traded Fd Ut	$0	$358,000 0.03% of portfolio	8,737	Q3 2024 Reduced 13.65%
LQDH Ishares U S ETF Tr Int Rate He	$0	$355,000 0.03% of portfolio	3,858	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$351,000 0.03% of portfolio	2,993	Q1 2025 Reduced 1.64%
HYGH Ishares U S ETF Tr Int Rate He	$0	$351,000 0.03% of portfolio	4,121	Q1 2025 Reduced 15.26%
HNDL Strategy Shs	$0	$351,000 0.03% of portfolio	16,667	Q1 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$349,000 0.03% of portfolio	10,600	Q2 2023 Reduced 7.58%
EWJ Ishares Msci Japan ETF	$0	$346,000 0.03% of portfolio	5,058	Q1 2025 Reduced 11.37%
RING Ishares Inc Msci Global Gold M	$0	$342,000 0.03% of portfolio	8,937	Q1 2025 Reduced 17.68%
IGRO Ishares Tr International Divid	$0	$333,000 0.03% of portfolio	4,608	Q1 2025 Reduced 3.96%
IETC Ishares U S ETF Tr	$0	$331,000 0.03% of portfolio	4,426	Q1 2025 Added 0.05%

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