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
26
$1.4M 0.77%
+55,596
27
$1.33M 0.74%
+1,615
28
$1.32M 0.73%
+73,555
29
$1.3M 0.72%
+64,504
30
$1.29M 0.72%
+25,473
31
$1.28M 0.71%
+55,309
32
$1.28M 0.71%
+13,650
33
$1.26M 0.7%
+32,393
34
$1.25M 0.69%
+7,337
35
$1.25M 0.69%
+18,962
36
$1.22M 0.67%
+21,248
37
$1.21M 0.67%
+34,242
38
$1.2M 0.66%
+12,093
39
$1.19M 0.66%
+36,838
40
$1.19M 0.65%
+34,028
41
$1.18M 0.65%
+47,208
42
$1.18M 0.65%
+20,092
43
$1.17M 0.65%
+20,440
44
$1.17M 0.65%
+15,006
45
$1.16M 0.64%
+29,472
46
$1.14M 0.63%
+25,184
47
$1.14M 0.63%
+27,282
48
$1.14M 0.63%
+19,468
49
$1.12M 0.62%
+10,954
50
$1.07M 0.59%
+4,052
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