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
301
$47K 0.03%
+2,767
302
$47K 0.03%
+1,485
303
$46K 0.03%
+2,437
304
$46K 0.03%
+1,000
305
$45K 0.02%
+1,087
306
$45K 0.02%
+927
307
$45K 0.02%
+1,276
308
$45K 0.02%
+1,400
309
$44K 0.02%
+1,055
310
$44K 0.02%
+1,160
311
$44K 0.02%
+1,659
312
$44K 0.02%
+2,412
313
$44K 0.02%
+1,157
314
$44K 0.02%
+125,720
315
$44K 0.02%
+140
316
$44K 0.02%
+2,511
317
$43K 0.02%
+3,300
318
$43K 0.02%
+1,248
319
$43K 0.02%
+680
320
$42K 0.02%
+5,370
321
$41K 0.02%
+367
322
$41K 0.02%
+1,448
323
$41K 0.02%
+1,644
324
$41K 0.02%
+729
325
$40K 0.02%
+900
11 12
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