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
251
$81K 0.04%
+2,430
252
$80K 0.04%
+1,249
253
$78K 0.04%
+4,096
254
$77K 0.04%
+1,409
255
$75K 0.04%
+5,446
256
$75K 0.04%
+1,284
257
$74K 0.04%
+1,634
258
$73K 0.04%
+3,876
259
$72K 0.04%
+1,805
260
$72K 0.04%
+3,613
261
$72K 0.04%
+1,742
262
$72K 0.04%
+3,240
263
$71K 0.04%
+1,482
264
$71K 0.04%
+817
265
$70K 0.04%
+1,286
266
$70K 0.04%
+1,657
267
$70K 0.04%
+623
268
$69K 0.04%
+2,140
269
$68K 0.04%
+960
270
$68K 0.04%
+2,084
271
$67K 0.04%
+1,169
272
$65K 0.04%
+1,242
273
$64K 0.04%
+1,000
274
$61K 0.03%
+1,810
275
$61K 0.03%
+2,936
9 10
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