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
451
$21K 0.01%
+342
452
$21K 0.01%
+741
453
$21K 0.01%
+1,330
454
$21K 0.01%
+3,950
455
$21K 0.01%
+640
456
$21K 0.01%
+785
457
$21K 0.01%
+120
458
$21K 0.01%
+425
459
$20K 0.01%
+495
460
$20K 0.01%
+837
461
$20K 0.01%
+1,100
462
$20K 0.01%
+237
463
$20K 0.01%
+179
464
$20K 0.01%
+259
465
$20K 0.01%
+301
466
$20K 0.01%
+5,308
467
$19K 0.01%
+250
468
$19K 0.01%
+400
469
$19K 0.01%
+733
470
$19K 0.01%
+1,058
471
$19K 0.01%
+540
472
$19K 0.01%
+600
473
$19K 0.01%
+653
474
$19K 0.01%
+4,775
475
$19K 0.01%
+1,350
17 18
19
20 21