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
426
$24K 0.01%
+1,316
427
$24K 0.01%
+1,266
428
$24K 0.01%
+840
429
$24K 0.01%
+760
430
$23K 0.01%
+988
431
$23K 0.01%
+879
432
$23K 0.01%
+910
433
$23K 0.01%
+2,000
434
$23K 0.01%
+484
435
$23K 0.01%
+557
436
$23K 0.01%
+450
437
$23K 0.01%
+500
438
$23K 0.01%
+458
439
$22K 0.01%
+1,881
440
$22K 0.01%
+766
441
$22K 0.01%
+3,488
442
$22K 0.01%
+400
443
$22K 0.01%
+1,670
444
$22K 0.01%
+686
445
$22K 0.01%
+665
446
$22K 0.01%
+900
447
$22K 0.01%
+1,669
448
$22K 0.01%
+1,384
449
$21K 0.01%
+600
450
$21K 0.01%
+425
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