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
276
$65K 0.04%
2,939
-301
277
$64K 0.04%
2,495
+1,509
278
$64K 0.04%
+1,300
279
$64K 0.04%
1,205
+160
280
$62K 0.04%
1,273
-209
281
$62K 0.04%
5,567
+7
282
$61K 0.04%
7,390
+863
283
$59K 0.03%
1,950
284
$58K 0.03%
+1,800
285
$57K 0.03%
10,990
286
$57K 0.03%
6,695
-253
287
$56K 0.03%
1,510
-300
288
$56K 0.03%
766
+256
289
$54K 0.03%
502
-48,901
290
$54K 0.03%
1,482
291
$54K 0.03%
4,500
292
$53K 0.03%
2,854
+2,754
293
$53K 0.03%
1,097
+10
294
$51K 0.03%
746
+106
295
$51K 0.03%
1,160
+3
296
$51K 0.03%
+500
297
$51K 0.03%
1,649
+249
298
$50K 0.03%
14,853
+14,407
299
$50K 0.03%
+3,500
300
$49K 0.03%
1,915
10 11
12
13 14