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
26
$1.45M 0.84%
18,766
-1,326
27
$1.44M 0.84%
1,427
-188
28
$1.41M 0.83%
13,792
+142
29
$1.36M 0.79%
23,725
-1,748
30
$1.34M 0.78%
17,022
-1,940
31
$1.34M 0.78%
19,223
+2,756
32
$1.32M 0.77%
24,008
+4,540
33
$1.31M 0.76%
12,278
+12,099
34
$1.28M 0.75%
37,419
+8,482
35
$1.26M 0.74%
28,187
+6,897
36
$1.26M 0.74%
27,410
-2,062
37
$1.25M 0.73%
39,638
+5,610
38
$1.25M 0.73%
73,067
-488
39
$1.25M 0.73%
19,959
-1,146
40
$1.24M 0.72%
34,040
-2,798
41
$1.23M 0.72%
43,534
-3,674
42
$1.22M 0.71%
51,617
-3,692
43
$1.22M 0.71%
18,120
-2,320
44
$1.21M 0.7%
13,710
+3,498
45
$1.19M 0.7%
12,405
+312
46
$1.18M 0.69%
17,811
+3,277
47
$1.18M 0.69%
20,181
-1,107
48
$1.18M 0.69%
31,742
-2,500
49
$1.14M 0.67%
10,469
-485
50
$1.14M 0.67%
15,634
+14,186
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