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
501
$17K 0.01%
173
502
$17K 0.01%
1,815
503
$17K 0.01%
202
504
$17K 0.01%
437
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505
$17K 0.01%
2,500
506
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538
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507
$17K 0.01%
199
508
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307
-250
509
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9
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510
$17K 0.01%
760
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511
$17K 0.01%
490
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512
$16K 0.01%
500
513
$16K 0.01%
650
514
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173
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515
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72
516
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400
-350
517
$16K 0.01%
628
-500
518
$16K 0.01%
1,615
519
$16K 0.01%
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520
$15K 0.01%
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521
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760
522
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335
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523
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320
524
$15K 0.01%
+980
525
$15K 0.01%
885
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