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
376
$30K 0.02%
+897
377
$30K 0.02%
+1,066
378
$29K 0.02%
+2,017
379
$29K 0.02%
+283
380
$29K 0.02%
+200
381
$29K 0.02%
+320
382
$29K 0.02%
+449
383
$29K 0.02%
+8
384
$29K 0.02%
+1,161
385
$28K 0.02%
+495
386
$28K 0.02%
+681
387
$28K 0.02%
+790
388
$28K 0.02%
+750
389
$27K 0.01%
+1,083
390
$27K 0.01%
+2,070
391
$27K 0.01%
+2,787
392
$27K 0.01%
+253
393
$27K 0.01%
+725
394
$27K 0.01%
+1,700
395
$27K 0.01%
+3,351
396
$27K 0.01%
+1,853
397
$27K 0.01%
+860
398
$27K 0.01%
+1,019
399
$26K 0.01%
+1,700
400
$26K 0.01%
+800
14 15
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