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RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.73B
1-Year Est. Return
17.74%
This Fund
S&P 500
This Quarter
Est. Return
+0.18%
1 Year Est. Return
+17.74%
3 Year Est. Return
+53.86%
5 Year Est. Return
+57.43%
10 Year Est. Return
+193.86%
AUM
$181M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
101.46%
Top 10 Holdings %
Top 10 Hldgs %
20.46%
Holding
924
New
921
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$4.72M |
| 2 |
ProShares Ultra S&P500
SSO
|
+$4.47M |
| 3 |
ProShares Ultra Dow30
DDM
|
+$4.39M |
| 4 |
ProShares Ultra MidCap400
MVV
|
+$4.07M |
| 5 |
ProShares Ultra Russell2000
UWM
|
+$4.01M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 6.45% |
| 2 | Consumer Staples | 4.47% |
| 3 | Energy | 4.38% |
| 4 | Financials | 4.12% |
| 5 | Technology | 3.96% |
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Regal Investment Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Regal Investment Advisors, which disclosed 924 positions worth $181M. Its ten largest holdings account for 20% of the portfolio.
Its largest position is iShares Russell 2000 ETF: 49,403 shares worth $4.79M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 6.5% of assets, followed by Consumer Staples and Energy.
- Regal Investment Advisors's largest Q2 2013 buy was iShares Russell 2000 ETF: 49,403 shares worth $4.79M.
- Regal Investment Advisors's ten largest holdings make up 20% of its $181M portfolio in Q2 2013.
- Regal Investment Advisors disclosed 924 positions in Q2 2013, its first 13F filing on record.
Based on Regal Investment Advisors's 13F filing for Q2 2013, filed 19 Aug 2013.