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
$171M
AUM Growth
-$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.94M
3
+$1.92M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.26M
2
+$4.93M
3
+$4.87M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.57M
5
DDM icon
ProShares Ultra Dow30
DDM
+$4.35M

Sector Composition

1 Consumer Discretionary 7.46%
2 Industrials 5.12%
3 Energy 5.1%
4 Consumer Staples 5.09%
5 Healthcare 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$111K 0.06%
1,365
+1
227
$109K 0.06%
2,008
+4
228
$108K 0.06%
9,358
+890
229
$108K 0.06%
1,390
230
$106K 0.06%
2,054
-1,126
231
$105K 0.06%
2,684
-1,652
232
$105K 0.06%
1,216
-195
233
$105K 0.06%
881
+258
234
$104K 0.06%
1,918
+28
235
$102K 0.06%
3,793
+175
236
$101K 0.06%
1,534
+157
237
$99K 0.06%
862
-735
238
$98K 0.06%
2,803
-100
239
$96K 0.06%
1,400
+150
240
$94K 0.05%
680
-70
241
$92K 0.05%
5,436
-190
242
$92K 0.05%
3,710
-374
243
$91K 0.05%
2,750
-248
244
$91K 0.05%
1,434
+185
245
$89K 0.05%
844
+400
246
$88K 0.05%
7,041
+67
247
$88K 0.05%
1,634
248
$88K 0.05%
2,071
-646
249
$87K 0.05%
1,521
+235
250
$86K 0.05%
1,848
-589
8 9
10
11 12