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
376
$33K 0.02%
3,280
+120
377
$33K 0.02%
113
378
$33K 0.02%
640
379
$33K 0.02%
4,725
+500
380
$32K 0.02%
681
381
$32K 0.02%
+239
382
$32K 0.02%
+1,905
383
$32K 0.02%
320
384
$32K 0.02%
942
385
$32K 0.02%
1,500
-249
386
$31K 0.02%
+411
387
$31K 0.02%
800
388
$31K 0.02%
1,500
389
$31K 0.02%
414
+63
390
$31K 0.02%
501
+40
391
$31K 0.02%
+860
392
$30K 0.02%
470
-276
393
$30K 0.02%
238
-15
394
$30K 0.02%
+406
395
$30K 0.02%
+702
396
$30K 0.02%
2,800
-460,296
397
$30K 0.02%
390
-80
398
$30K 0.02%
1,971
+300
399
$30K 0.02%
+783
400
$29K 0.02%
954
-12,342
14 15
16
17 18