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
501
$16K 0.01%
+264
502
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+575
503
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+797
504
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+365
505
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506
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+1,021
507
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508
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509
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+3,243
510
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+459
511
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+518
512
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+381
513
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514
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515
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517
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+500
519
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522
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523
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+2,400
524
$14K 0.01%
+1,500
525
$14K 0.01%
+80