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
401
$26K 0.01%
+434
402
$26K 0.01%
+500
403
$26K 0.01%
+763
404
$26K 0.01%
+3,160
405
$26K 0.01%
+611
406
$26K 0.01%
+1,390
407
$26K 0.01%
+930
408
$26K 0.01%
+1,671
409
$26K 0.01%
+529
410
$25K 0.01%
+500
411
$25K 0.01%
+1,500
412
$25K 0.01%
+1,040
413
$25K 0.01%
+1,250
414
$25K 0.01%
+441
415
$25K 0.01%
+136
416
$24K 0.01%
+600
417
$24K 0.01%
+884
418
$24K 0.01%
+986
419
$24K 0.01%
+555
420
$24K 0.01%
+1,010
421
$24K 0.01%
+351
422
$24K 0.01%
+600
423
$24K 0.01%
+1,544
424
$24K 0.01%
+400
425
$24K 0.01%
+438
15 16
17
18 19