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
351
$34K 0.02%
+1,045
352
$34K 0.02%
+706
353
$34K 0.02%
+760
354
$33K 0.02%
+725
355
$33K 0.02%
+219
356
$33K 0.02%
+373
357
$33K 0.02%
+537
358
$33K 0.02%
+510
359
$33K 0.02%
+470
360
$32K 0.02%
+2,674
361
$32K 0.02%
+872
362
$32K 0.02%
+640
363
$32K 0.02%
+942
364
$32K 0.02%
+4,225
365
$31K 0.02%
+1,115
366
$31K 0.02%
+2,286
367
$31K 0.02%
+113
368
$31K 0.02%
+461
369
$31K 0.02%
+535
370
$31K 0.02%
+2,064
371
$31K 0.02%
+2,130
372
$31K 0.02%
+4,488
373
$31K 0.02%
+175
374
$30K 0.02%
+300
375
$30K 0.02%
+913
13 14
15
16 17