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
301
$49K 0.03%
2,437
302
$49K 0.03%
125,920
+200
303
$49K 0.03%
848
-68
304
$49K 0.03%
1,200
+1,000
305
$49K 0.03%
1,276
306
$48K 0.03%
1,000
307
$48K 0.03%
1,286
-246
308
$47K 0.03%
3,625
309
$47K 0.03%
3,020
+20
310
$46K 0.03%
5,370
311
$46K 0.03%
3,003
312
$46K 0.03%
1,659
313
$46K 0.03%
533
+296
314
$45K 0.03%
2,048
+402
315
$45K 0.03%
898
-83
316
$45K 0.03%
3,150
-750
317
$45K 0.03%
1,673
318
$44K 0.03%
1,022
-33
319
$44K 0.03%
856
+91
320
$44K 0.03%
2,511
321
$43K 0.03%
3,636
+3,196
322
$43K 0.03%
772
+1
323
$43K 0.03%
497
-479
324
$43K 0.03%
2,760
+2,660
325
$42K 0.02%
367
11 12
13
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