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
476
$18K 0.01%
+1,815
477
$18K 0.01%
+542
478
$18K 0.01%
+1,655
479
$18K 0.01%
+300
480
$18K 0.01%
+820
481
$18K 0.01%
+902
482
$18K 0.01%
+200
483
$18K 0.01%
+1,050
484
$18K 0.01%
+2,591
485
$17K 0.01%
+400
486
$17K 0.01%
+609
487
$17K 0.01%
+173
488
$17K 0.01%
+726
489
$17K 0.01%
+500
490
$17K 0.01%
+665
491
$17K 0.01%
+2,500
492
$17K 0.01%
+72
493
$17K 0.01%
+199
494
$17K 0.01%
+200
495
$17K 0.01%
+2,429
496
$16K 0.01%
+351
497
$16K 0.01%
+600
498
$16K 0.01%
+438
499
$16K 0.01%
+434
500
$16K 0.01%
+301
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