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
351
$37K 0.02%
330
+1
352
$37K 0.02%
+737
353
$37K 0.02%
1,853
354
$37K 0.02%
684
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355
$37K 0.02%
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356
$37K 0.02%
8
357
$37K 0.02%
2,900
-13,601
358
$36K 0.02%
1,650
-700
359
$36K 0.02%
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-676
360
$36K 0.02%
746
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361
$36K 0.02%
3,347
-20,880
362
$36K 0.02%
979
363
$35K 0.02%
2,286
364
$35K 0.02%
706
365
$35K 0.02%
1,310
+1,200
366
$34K 0.02%
300
367
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368
$34K 0.02%
2,064
369
$34K 0.02%
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370
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800
371
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+1,686
372
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993
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373
$33K 0.02%
913
374
$33K 0.02%
500
375
$33K 0.02%
1,000
-45
13 14
15
16 17