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
326
$41K 0.02%
1,098
+160
327
$41K 0.02%
1,215
+100
328
$41K 0.02%
580
+316
329
$41K 0.02%
760
330
$41K 0.02%
651
+202
331
$40K 0.02%
689
+251
332
$39K 0.02%
219
-39
333
$39K 0.02%
780
-130
334
$39K 0.02%
1,235
+784
335
$39K 0.02%
408
+308
336
$39K 0.02%
3,202
-1,178
337
$39K 0.02%
850
+80
338
$38K 0.02%
645
+110
339
$38K 0.02%
2,900
-400
340
$38K 0.02%
3,300
+300
341
$38K 0.02%
2,520
-212
342
$38K 0.02%
363
+80
343
$38K 0.02%
940
+80
344
$38K 0.02%
2,007
+846
345
$38K 0.02%
650
+150
346
$38K 0.02%
4,488
347
$37K 0.02%
725
348
$37K 0.02%
780
-120
349
$37K 0.02%
899
-100
350
$37K 0.02%
975
12 13
14
15 16