RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.45M
3
+$4.35M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$4.12M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 6.45%
2 Consumer Staples 4.47%
3 Energy 4.38%
4 Financials 4.12%
5 Technology 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K 0.06%
+4,084
227
$103K 0.06%
+2,673
228
$102K 0.06%
+1,000
229
$102K 0.06%
+1,390
230
$101K 0.06%
+8,468
231
$101K 0.06%
+1,737
232
$100K 0.06%
+2,903
233
$100K 0.06%
+3,145
234
$99K 0.05%
+5,626
235
$97K 0.05%
+2,004
236
$97K 0.05%
+1,589
237
$96K 0.05%
+1,890
238
$94K 0.05%
+976
239
$92K 0.05%
+1,617
240
$92K 0.05%
+2,998
241
$91K 0.05%
+1,170
242
$91K 0.05%
+5,271
243
$88K 0.05%
+3,618
244
$88K 0.05%
+1,377
245
$87K 0.05%
+3,600
246
$86K 0.05%
+6,974
247
$86K 0.05%
+3,714
248
$85K 0.05%
+4,240
249
$83K 0.05%
+1,250
250
$82K 0.05%
+2,750
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