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
551
$12K 0.01%
+216
552
$12K 0.01%
+451
553
$12K 0.01%
+320
554
$12K 0.01%
+650
555
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556
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557
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558
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+400
559
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560
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+390
561
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+296
562
$11K 0.01%
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563
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+150
564
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+845
565
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566
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567
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568
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569
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570
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571
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572
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+1,378
573
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+525
574
$11K 0.01%
+750
575
$11K 0.01%
+530