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
526
$14K 0.01%
+664
527
$14K 0.01%
+570
528
$14K 0.01%
+415
529
$14K 0.01%
+1,200
530
$14K 0.01%
+1,615
531
$14K 0.01%
+560
532
$14K 0.01%
+400
533
$13K 0.01%
+80
534
$13K 0.01%
+60
535
$13K 0.01%
+650
536
$13K 0.01%
+277
537
$13K 0.01%
+202
538
$13K 0.01%
+396
539
$13K 0.01%
+253
540
$13K 0.01%
+500
541
$13K 0.01%
+1,236
542
$13K 0.01%
+425
543
$13K 0.01%
+470
544
$13K 0.01%
+760
545
$13K 0.01%
+1,425
546
$13K 0.01%
+150
547
$13K 0.01%
+165
548
$12K 0.01%
+242
549
$12K 0.01%
+1,020
550
$12K 0.01%
+256
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