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
276
$61K 0.03%
+5,560
277
$60K 0.03%
+4,500
278
$58K 0.03%
+1,532
279
$57K 0.03%
+2,350
280
$57K 0.03%
+6,948
281
$55K 0.03%
+1,950
282
$55K 0.03%
+3,730
283
$55K 0.03%
+1,935
284
$54K 0.03%
+1,482
285
$54K 0.03%
+916
286
$54K 0.03%
+4,380
287
$52K 0.03%
+6,527
288
$52K 0.03%
+3,900
289
$51K 0.03%
+765
290
$49K 0.03%
+1,915
291
$49K 0.03%
+3,003
292
$49K 0.03%
+2,060
293
$49K 0.03%
+1,060
294
$48K 0.03%
+3,625
295
$48K 0.03%
+3,000
296
$48K 0.03%
+981
297
$48K 0.03%
+20,000
298
$47K 0.03%
+444
299
$47K 0.03%
+746
300
$47K 0.03%
+258
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