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
426
$25K 0.01%
542
427
$25K 0.01%
+1,610
428
$25K 0.01%
2,867
+100
429
$25K 0.01%
98
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430
$25K 0.01%
+919
431
$25K 0.01%
840
432
$25K 0.01%
760
433
$24K 0.01%
495
434
$24K 0.01%
766
435
$24K 0.01%
1,700
436
$24K 0.01%
935
-75
437
$24K 0.01%
686
438
$24K 0.01%
636
-29
439
$24K 0.01%
1,266
440
$24K 0.01%
521
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441
$24K 0.01%
120
442
$23K 0.01%
+241
443
$23K 0.01%
991
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444
$23K 0.01%
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445
$23K 0.01%
766
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446
$23K 0.01%
1,316
447
$23K 0.01%
1,250
448
$23K 0.01%
1,695
-435
449
$23K 0.01%
200
450
$23K 0.01%
301
16 17
18
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