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
451
$23K 0.01%
458
452
$22K 0.01%
856
+653
453
$22K 0.01%
3,488
454
$22K 0.01%
400
455
$22K 0.01%
600
456
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1,330
457
$22K 0.01%
308
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458
$22K 0.01%
708
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459
$22K 0.01%
360
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460
$22K 0.01%
4,016
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461
$22K 0.01%
558
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462
$22K 0.01%
876
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463
$21K 0.01%
400
464
$21K 0.01%
884
465
$21K 0.01%
1,077
+19
466
$21K 0.01%
570
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467
$21K 0.01%
2,000
468
$21K 0.01%
4,775
469
$21K 0.01%
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471
$21K 0.01%
425
472
$20K 0.01%
490
473
$20K 0.01%
621
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474
$20K 0.01%
3,000
475
$20K 0.01%
640
17 18
19
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