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
401
$29K 0.02%
2,070
402
$29K 0.02%
1,066
403
$28K 0.02%
600
404
$28K 0.02%
683
+420
405
$28K 0.02%
577
+385
406
$28K 0.02%
+2,459
407
$28K 0.02%
870
+80
408
$28K 0.02%
725
409
$28K 0.02%
+1,670
410
$28K 0.02%
+3,680
411
$28K 0.02%
200
412
$28K 0.02%
6,307
-414
413
$28K 0.02%
1,230
+180
414
$28K 0.02%
+264
415
$27K 0.02%
+620
416
$27K 0.02%
1,500
-254,148
417
$27K 0.02%
1,295
-95
418
$27K 0.02%
441
419
$26K 0.02%
520
+95
420
$26K 0.02%
1,040
421
$26K 0.02%
600
422
$26K 0.02%
1,169
+150
423
$26K 0.02%
450
424
$25K 0.01%
600
425
$25K 0.01%
759
-1,381
15 16
17
18 19