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
326
$40K 0.02%
+640
327
$40K 0.02%
+1,045
328
$39K 0.02%
+765
329
$39K 0.02%
+504
330
$39K 0.02%
+1,673
331
$39K 0.02%
+1,749
332
$38K 0.02%
+2,732
333
$38K 0.02%
+771
334
$38K 0.02%
+1,743
335
$38K 0.02%
+10,990
336
$38K 0.02%
+999
337
$38K 0.02%
+1,166
338
$38K 0.02%
+1,128
339
$37K 0.02%
+329
340
$37K 0.02%
+863
341
$37K 0.02%
+770
342
$36K 0.02%
+2,093
343
$36K 0.02%
+800
344
$36K 0.02%
+1,646
345
$36K 0.02%
+975
346
$36K 0.02%
+6,721
347
$36K 0.02%
+13
348
$35K 0.02%
+979
349
$34K 0.02%
+938
350
$34K 0.02%
+3,000
12 13
14
15 16