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
251
$84K 0.05%
3,600
252
$84K 0.05%
140
253
$83K 0.05%
2,238
-192
254
$82K 0.05%
4,096
255
$82K 0.05%
1,040
+80
256
$80K 0.05%
1,345
+176
257
$80K 0.05%
1,422
+13
258
$78K 0.05%
1,248
-369
259
$78K 0.05%
1,617
-1,304
260
$77K 0.05%
3,876
261
$76K 0.04%
1,657
262
$76K 0.04%
2,084
263
$75K 0.04%
1,071
+391
264
$73K 0.04%
2,002
-4,350
265
$73K 0.04%
818
+1
266
$73K 0.04%
1,069
-215
267
$72K 0.04%
3,613
268
$72K 0.04%
1,743
+1
269
$70K 0.04%
5,446
270
$68K 0.04%
2,996
+60
271
$67K 0.04%
1,438
-1,489
272
$67K 0.04%
1,000
273
$65K 0.04%
1,250
+90
274
$65K 0.04%
3,200
-530
275
$65K 0.04%
3,999
-1,272
9 10
11
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